Great! - Registered Client Associate SWBC Employee Review

5.0
Jan 9, 2017
Recommend
CEO approval
Business Outlook

Pros

The SWBC Investment Services division led by Kelly Tramontano was a great organization to work for. Great health care plan-company paid 100% of the premium. Excellent 401k. Wonderful people to work with.They treat people very well.

Cons

The client financial services institution I worked at as a guest employee was challenging to say the least!

Explore other reviews about SWBC

5.0
May 11, 2026
Recommend
CEO approval
Business Outlook

Pros

Good pto & team management

Cons

No work from home or schedule flexibility

1
2.0
Jun 25, 2026
Recommend
CEO approval
Business Outlook

Pros

Not too many pros anymore, benefits were okay and the pay was below average.

Cons

Company doesn't promote unless you have a CPA. Don't expect to go above middle management if you don't have one. The company had started to enforce back to office, no exceptions. No hybrid schedules, nothing, just one day to the next you have to work in the office. This really did screw over a lot of parents who had to look over their kids while working.

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