They are knowledge able, but they rely too much... | Charles Schwab Reviews

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Former Employee

2.6

Apr 23, 2025

They are knowledge able, but they rely too much on a silo or vertical and are unable to truly help clients or firms or other industry leaders be able to help anyone. This is because they are forced to transfer and apply a by the books, very limited view of what they should be taking ownership of. Client Success and relationship management took a large hit with the merger, since the technology that was adopted was worse than the one they threw away with TD. Most of the time during and after the merger we were plagued with outreach problems due to high call volume since clients were unhappy due to technology limitations and fewer available tools to complete their job.

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Former Employee

4.6

Apr 30, 2024

Charles Schwab was a very good company but they have decided to get rid of their sales department and more focused on customer integration from TD Ameritrade. I loved the culture and the leadership but I needed to be more incentivized for selling, whether that be inbound or outbound leads.

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Former Employee

2.4

Sep 26, 2023

Bad culture I wouldn’t want to work here again ever truly

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