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      Charles Schwab

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      Equi
      3.5★Compensation and benefits

      Client Service Representative Interview

      6 Sept 2012
      Anonymous interview candidate
      Phoenix, AZ

      Other Client Service Representative interview reviews for Charles Schwab

      Client Service Rep Interview

      1 Jul 2025
      Anonymous interview candidate
      San Diego, CA
      No offer
      Negative experience
      No offer
      Easy interview

      Application

      I applied online. The process took 3 months. I interviewed at Charles Schwab (Phoenix, AZ) in Aug 2012

      Interview

      They do not accept resumes. You must initially apply through their website. I got an automated response to fill out an evaluation questionnaire. This is just a bunch of psychological questions. A week or so later, I received an email from an actual person about scheduling a 5 minute phone interview. That interview was mostly questions about the position (making sure I knew what I was applying for). Immediately after the 5 minute interview I was told that I had passed, and to wait for an email. The next interview was with a different person. It was a 40 minute phone interview. It took a few weeks for them to get around to actually scheduling it, and I thought they had changed their mind. Just keep checking your email, and they will eventually send you something. "Why do you want to work with Charles Schwab?" "Describe a time when you failed." "Where do you see yourself in 5 years?" "Why do you want to leave your current job?" and so on. No huge surprises. Just stay positive and flatter them. After the second phone interview, I had to wait a few more weeks for a decision. I was then emailed by another person that I had passed, and they wanted to do an in-person interview with 2 hiring managers. Curtis Crawford was in charge of scheduling this interview, and if you are applying at the Phoenix branch, I suggest keeping your phone close at all times, because he is very hard to get a hold of when you call back. I eventually just showed up in person and had the secretary call him. This took care of it, and the final interview was scheduled. In-person interview: All behavioral questions. So many behavioral questions. Just have some ideas for stories to tell. They have sheets with questions on them, but they can pick any questions off the list and also make up their own. If you're quick on your feet, no problem. At the end, there is time for you to ask questions of them. I suggest that you do, because they seemed to like that I did. A week or so after this interview, I got a call that I had passed, and pending a background and credit check, I would have the position. Then I had to fill out an actual application and a background check form. This is where my problem came. In the application paperwork, it is made very clear that the company is not allowed to discriminate against sealed court cases, but they still want you to be open about them. I told them about a felony that I went to court for, plead guilty to (but was not convicted), and had sealed when I was 20 (7 years ago). I soon got an email and phone call about the sealed case. I answered a lot of questions about it, and was told they didn't need any more information. Then I immediately received an email explaining that they were not going to offer me the position. My references were not called, my past employers not contacted, nothing. I am frustrated that after months of waiting and interviewing, I ended up being discriminated against for something the company was legally not allowed to even consider. I would recommend to anyone with sealed court cases not mention them on your application. All in all, it's not a hard interview process for someone with good storytelling abilities. It is very drawn out, and the behavioral questions get tiring.

      Interview questions [1]

      Question 1

      Describe a time when you used creative reasoning to solve a problem with an upset client.
      Answer question
      4
      Average interview

      Application

      I interviewed at Charles Schwab (San Diego, CA)

      Interview

      The entire interview was such a long process, took a month after phone interview to get the second interview. After the second interview it took a whole month again to get back with their decision to move on with another candidate.

      Interview questions [1]

      Question 1

      Star questions based on customer service
      Answer question

      Client Service Representative Interview

      13 Jan 2025
      Anonymous interview candidate
      Scottsdale, AZ
      No offer
      Positive experience
      Easy interview

      Application

      I interviewed at Charles Schwab (Scottsdale, AZ)

      Interview

      Easy, they made it smooth, phone into meeting 2 guys in person. Ask general questions to get to know you. All behavioral questions. Phone interview is only 10-15 minutes. in person was around 45-60 minutes.

      Interview questions [1]

      Question 1

      Tell me a time where you went through adversity.
      Answer question

      Client Service Representative Interview

      23 Sept 2024
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Charles Schwab

      Interview

      Straight forward phone screening interview then longer behavioral interview. Focused a lot on customer service experiences. Wanted to know how I handled conflict and difficult clients. Interviewers were very nice and engaging.

      Interview questions [1]

      Question 1

      Describe a time where you faced adversity on a team
      Answer question
      1