Eaton Vance

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  www.eatonvance.com

Eaton Vance Mutual Fund Representative Interview Questions

Updated Nov 24, 2014
Updated Nov 24, 2014
3 Interview Reviews

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  1.  

    Mutual Funds Services Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through college or university – interviewed at Eaton Vance.

    Interview Details

    I met with a recruiter in an on campus interview. The interview was pretty informal and casual. The questions were mostly behavioral and conversational about my resume and background. The recruiter said I would be a great fit, but the company hires on a need basis and they wouldn't know if they had an opening for a couple of months. The recruiter said to check back with him in a couple of months to see if they had an opening for me. Seemed like a backwards way to interview.

    Interview Questions
    No Offer
    Easy Interview
  2. 4 people found this helpful  

    Mutual Funds Services Representative Interview

    Anonymous Interview Candidate in Boston, MA
    Anonymous Interview Candidate in Boston, MA
    Application Details

    I applied through an employee referral. The process took 3 weeksinterviewed at Eaton Vance in August 2013.

    Interview Details

    Multiple interviews (one on one and group) with managers of the operations department and the sales department. Typical walk-through resume questions with not much unexpected. Basic knowledge of financial services needed to back up personal goals questions.

    Interview Questions
    • Tell me about a time you provided excellent customer service and diffused a situaion?   Answer Question
    Accepted Offer
    Positive Experience
    Average Interview
  3. 1 person found this helpful  

    Mutual Funds Operations Representative Interview

    Anonymous Interview Candidate in Boston, MA
    Anonymous Interview Candidate in Boston, MA
    Application Details

    I applied online. The process took 2 weeksinterviewed at Eaton Vance in March 2010.

    Interview Details

    In the first Interview, I met with a Human Resource Rep who had schedule the interview. We got to know each other and she asked me basic question (how I heard about the job and question about my resume). She also gave me an over view of the job and what I should expect from the company. This took about 30 minutes.

    I then went into the second part of the interview with two department supervisors. One described the requirements for the job and the expectations - This position requires that you deal with shareholders and brokers over the phone. You answer on average 40 to 60 phone calls a day (help customers with questions like account balances and other account info). They do info you that the job can be hectic sometimes and it gets busy towards the end of tax season. You will have to be a patient person to work in this position.

    The other supervisor asked questions about my qualifications, my resume. Question like- what makes you the best fit for this position, tell us about yourself, how do you deal with stress and give an example of a time you were in a stressful situation and what you did, your 5 year plan, what qualities do you expect from a supervisor. This part took about an hour.

    I also met with another supervisor who asked similar questions. I was called in two weeks later for the second interview which basically consisted of the same questions. The people interviewing are very good and makes you feel very comfortable. The work place is very beautiful and very clean.

    You need to be very prepared because that gives you the confidence you need for the interview. After every interview, make sure to send a thank you email and a hand written thank you note.

    Interview Questions
    • What will you bring to this organization and what qualities makes you the best fit for this position?   Answer Question
    • Describe a stressful situation that you faced and what you did to overcome it?   Answer Question
    • How would you deal with an angry customer over the phone?   Answer Question
    Negotiation Details
    There was really no negotiation involved
    Accepted Offer
    Positive Experience
    Average Interview

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