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      Charles Schwab

      Engaged Employer

      Charles Schwab reviews

      Abandonment - Resource Desk Specialist Charles Schwab Employee Review

      2.0
      Feb 25, 2024
      Resource desk specialist
      Recommend
      CEO approval
      Business Outlook

      Pros

      A role that perfectly suits people who prefer to tackle complex problems individually or as a team. A great deal of independence, and relatively relaxed metrics expectations. NO CLIENT SURVEYS

      Cons

      Taking escalations required Queue priorities broke several times during transition period, leading to weeks where we were doing other people's jobs full-time rather than our own. Our workload doubled every time a team moved to Schwab's side, while support dwindled, all while layoffs and mandatory RTO loomed. What was once a promising position among peers who valued their independence and enjoyed intellectual challenges, turned into an unbearable hell of anxiety and unreasonable expectations in the span of only a few months. The consensus was that Schwab wanted to force as much talent out as possible to lower their layoff numbers.

      Explore other reviews about Charles Schwab

      5.0
      Apr 30, 2026
      Financial services representative
      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
      avatar
      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
      Retirement plan specialist
      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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