Newer hire review - Client Service Specialist Charles Schwab Employee Review

4.0
Jun 29, 2008
Recommend
CEO approval
Business Outlook

Pros

I chose Charles Schwab because I was looking for a more recognized company name than my previous employer to help build out my resume. The base salary is about $10K more than what I'd been offered at other companies which was also a plus. Office is relatively laid back and everyone helps each other out when they need it. Management at my branch is great but obviously this can vary between offices. Benefits are comparable to other companies.... medical, dental, vision, 401K with matching, disability, life insurance, etc. are offered. You can choose which you'd like to take part in. You pay for these out of your base salary, so keep this in mind when you are offered your base salary. You can figure your base salary will be about $1200 less once these are deducted assuming you sign up for medical, dental, disability, and vision. 401K is obviously at your discretion. You have choices between the companies you use as well for medical, which I think is nice. Company offers yearly bonuses as well but would depend on your position. Overall, I am satisfied with Schwab.

Cons

It will depend on where you work at Schwab, but one thing I don't really like is that the advice you'll get from a Schwab "financial consultant" will most likely not be as comprehensive as it would be at a more privatized firm, but what do you expect from a discount brokerage firm? So I don't know if this is really a downside or just a personal opinion that I have. But for example, if I was going out to look for comprehensive financial planning, I would not choose Charles Schwab. I've also noticed that being in a branch office and working at the front desk, a lot of customers seem to believe that I am basically a receptionist even though I am licensed exactly the same as a financial consultant/advisor and often speak down to me ... which is a little irritating.

Explore other reviews about Charles Schwab

5.0
Apr 30, 2026
Recommend
CEO approval
Business Outlook

Pros

Excellent launch point for a successful career in finance Opportunity for promotion GREAT colleagues Managers are amazing Meaningful professional development time: Schwab is huge and there are lots of departments you can have very successful careers in. There are coaches you can speak to for career guidance, and you are allocated a certain number of hours per quarter to explore/think about/develop your career. Good work life balance NO COLD CALLING

Cons

Inbound call center role with many different KPIs. It can be difficult to consistently meet all of them month over month, but if you do, you will be rewarded. You will be expected to put out fires for upset clients, which doesn't happen too often, but can be difficult. Licensing exams are usually a condition of employment depending on which call center you work in. The exams are not easy and some struggle to pass them.

1
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Charles Schwab Response
2w
Thanks for the balanced review. Growth and development remain priorities, and it is good to hear you have seen that firsthand. It’s great to see the support from managers, strong colleagues, and the career development resources making a difference. Client-facing roles can be demanding at times, and supporting employees with resources remains a focus. Feedback that highlights both strengths and gaps gives a more complete picture. We will make sure this input is shared through the right channels.
5.0
Jul 8, 2026
Recommend
CEO approval
Business Outlook

Pros

-I did not know anything about finance, just had sales experience to my name and an open mind to learning and they took me in and tought me so much. -Benefits are top tier, from the basics to some that you didn't know they even existed. -They give you 8 hours a quarter for personal development. -Good pay without even including bonus or language add ons. -You will learn a LOT -

Cons

-2 year role commitment -Very corporate so might not let be your true self in the job with peers.

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