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      Charles Schwab

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      CS&S Broker Trainee Interview

      22 Mar 2013
      Anonymous employee
      Denver, CO
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Charles Schwab (Denver, CO) in Feb 2013

      Interview

      As detailed by others, brief phone conversation followed by an approx. one hour phone interview. Didn't hear back, but I followed up with the recruiter and he moved me on to the next stage. Rather than taking the SIFMA assessment next, as most others had done, I had an interview with two team managers from the Denver office. Lots of behavioral questions; just have a few good anecdotes about your customer service experience handy. From there, I took the SIFMA, which consisted of confusing logic questions that just must be read carefully and math that focused heavily on profit and interest. Later that day, I received a call from a recruiter telling me that I passed and conditionally offering me the job if I passed a background screen and credit check.

      Interview questions [1]

      Question 1

      Name a time a relationship got started off on the wrong foot, and what you did to correct it
      Answer question
      2

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