Charles Schwab Corporation Mock Interview
Master 35 Charles Schwab interview questions covering client service, financial acumen, and regulatory knowledge.
Question 9 of 35
Tell me about the systems and tools you lean on to do your job.
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Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
You likely fully described your required and transferable hard skills on your resume. This question opens things up for you to share some of the more unconventional tools you employ to shore up your success. Sharing these will present you as resourceful, innovative, and an outside-of-the-vox-thinker. After sharing the systems and tools you utilize or have developed for yourself, ask them what they use. That should convey to the interviewer that you are eager and willing to learn anything new that could further support your success.
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"First and foremost, I use my CRM all day long and rely heavily on it for my pipeline of business and existing client portfolio. I use Capsule because it's a CRM that allows me to share progress with my team should we work on larger investment accounts together. Aside from my CRM, I also use email marketing automation software, allowing me to keep my leads warm with an email funnel that I have automated. A new tool I love is NestEgg Estimator, a Google app that takes my client's finances and breaks them down into income, taxes, assets, and debt, better helping me to calculate their retirement needs. The app allows me to play out various scenarios, such as changes in job, expenses, and spending."
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"I have been teaching myself a few new tools in anticipation of my first job in wealth management. These tools include Salesforce CRM, where I have been taking their free webinars and tutorials. I have used YouTube channels to learn additional tech, such as Black Diamond, a cloud-based portfolio management platform. I understand that Black Diamond will help me with information aggregation, customizing reports, and other tasks required of a junior advisor."
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