Charles Schwab Client Service Specialist Reviews | Glassdoor.com.au

Charles Schwab Client Service Specialist Reviews

Updated 7 Jan 2018

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Found 22 reviews

4.5
StarStarStarStarStar
Rating TrendsRating Trends
90%
Recommend to a Friend
99%
Approve of CEO
Charles Schwab CEO Walt Bettinger II
Walt Bettinger II
14 Ratings
  1. Helpful (1)

    "Great Company"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Client Service Specialist in Indianapolis, IN
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Charles Schwab full-time for more than a year

    Pros

    Schwab is a fantastic company to work for! The benefits are amazing and the people are awesome! They are very understanding of family and medical needs and try to be helpful in whatever way you can. They have amazing paid parental leave and great opportunities for moving around within the company.

    Cons

    The jobs are not hard, it's just that it is a call center and that can be emotionally and mentally taxing.

    Advice to Management

    Keep working on improving the systems and listening to those on the front lines.

    Charles Schwab2018-01-07
  2. "Salary"

    StarStarStarStarStar
      Former Employee - Client Service Specialist in Richfield, OH

      I worked at Charles Schwab for more than 3 years

      Pros

      Sabbatical after 5 years Good team environment

      Cons

      Annual payraise not substanial Bonuses not guaranteed

      Advice to Management

      Consider allowing flextime or remote work for employees

      Charles Schwab2017-05-22
    • Helpful (1)

      "Client Services"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Client Service Specialist in Deltona, FL
      Recommends
      Neutral Outlook
      Approves of CEO

      I worked at Charles Schwab full-time for more than 10 years

      Pros

      Great place to work. They are always trying to improve their process and work with each employee. My time with them was pleasant.

      Cons

      I have nothing to say on that. Managers come and go. Each manager has their own way of managing which can be a little difficult at times. But you get used to it.

      Charles Schwab2017-04-08
    • Helpful (1)

      "Specialist - Correspondence Representative"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Client Service Specialist in Austin, TX
      Recommends
      Positive Outlook
      Approves of CEO

      I have been working at Charles Schwab

      Pros

      Great people to work alongside. Good experience in to brokerage services, markets, etc.

      Cons

      Compensation. The job itself is quite the grind.

      Charles Schwab2016-10-24
    • Helpful (9)

      "Massive Disparities in Departments"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Client Service Specialist in Lone Tree, CO
      Doesn't Recommend
      Negative Outlook
      No Opinion of CEO

      I worked at Charles Schwab for more than 3 years

      Pros

      - The name "Charles Schwab" is the best part, people are impressed just by that - even if they don't know what you do there. - The facilities you physically work in are nice, in Lone Tree the campus is new so everything's in great shape - though bear in mind you will likely be in a 5'x 5' cubicle. - The "Kool-Aid" is great, when you first join you feel like you're working for the best company ever. - Fellow employees...

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      Cons

      - It should be clarified that these are two separate companies, so be sure you know if you're working for Charles Schwab (brokerage) or Charles Schwab Bank (banking) - The pay is a) below the industry average and b) not proportional to the cost of living increases - You will like be working in a glorified call center. - Heavily restricted cafeteria hours, even though MANY employees work non-traditional hours. -...

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      Advice to Management

      Value your bank employees but like actually, don't just say you do, pay them a fair livable wage. Be up front about the fact that the employee you're highing will be living/working in a call center.

      Charles Schwab2016-08-19
    • Helpful (1)

      "Client Service Specialist"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Client Service Specialist in Santa Monica, CA
      Recommends
      Neutral Outlook
      Approves of CEO

      I worked at Charles Schwab for more than a year

      Pros

      Great culture. Collaborative environment. Good work life balance.

      Cons

      Limited opportunities for career advancement.

      Advice to Management

      A formal training program for junior employees would be helpful.

      Charles Schwab2015-11-23
    • "sdespositov.1"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Client Services Specialist in Manalapan, NJ
      Recommends
      Positive Outlook
      Approves of CEO

      I worked at Charles Schwab for more than 8 years

      Pros

      benefits, well-known co., positive working environment

      Cons

      understaffed at times; heavier workload

      Advice to Management

      it is better to be overstaffed; more production in the long run

      Charles Schwab2015-10-13
    • Helpful (1)

      "Customer Service"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Client Service Specialist in Alameda, CA
      Recommends
      Neutral Outlook
      No Opinion of CEO

      I have been working at Charles Schwab full-time for more than 8 years

      Pros

      Flexible work schedule. Family-work balance. Volunteer services.

      Cons

      Poor management, coworkers don't value their jobs.

      Charles Schwab2015-09-03
    • Helpful (1)

      "Great company not perfect"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Client Service Specialist 
      Recommends
      Positive Outlook
      Approves of CEO

      I have been working at Charles Schwab

      Pros

      Company maintains a strong commitment to doing business ethically with a high degree of integrity. Benefits are very good. Work environment is positive and management is generally good. If you live to help people you will love working for Schwab.

      Cons

      If you live to make money, you may want to look elsewhere. Compensation is relatively low and advancement can be limited depending on your role and location.

      Advice to Management

      Never stray from the values on which Chuck founded the company.

      Charles Schwab2015-03-27
    • Helpful (2)

      "Ho Hum"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Client Service Specialist 
      Doesn't Recommend
      Neutral Outlook
      No Opinion of CEO

      I have been working at Charles Schwab full-time for more than 10 years

      Pros

      Good culture, good work-life balance. Relatively stress free, as everything is procedurally cookie cutter. Many long term employees that have been doing the same thing for 10 years plus. Whether that is a pro or con is dependent on your perspective.

      Cons

      Promotions are almost non existent. Constant threat of layoffs due to shrinking footprint in San Francisco. The number of procedures to do simple tasks, are unprecedented.. Often spend more time on procedures and note taking then the actual task.

      Advice to Management

      Its ok to say no to advisors sometimes. They are not always right.

      Charles Schwab2014-10-21
    Found 22 reviews