Fisher Investments Client Service Associate Interview Questions

Updated Mar 27, 2015
Updated Mar 27, 2015
24 Interview Reviews

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Client Service Associate Interview

Anonymous Employee
Anonymous Employee
Application Details

I applied through college or university – interviewed at Fisher Investments.

Interview Details

flew out to portland to interview at headquarters -- met with four difference managers from throughout the organization for thirty minutes each. very timely with responses and feedback from the hiring managers.

Interview Questions
Declined Offer
Neutral Experience
Average Interview

Other Interview Reviews for Fisher Investments

  1.  

    Client Service Associate Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied through an employee referral – interviewed at Fisher Investments.

    Interview Details

    Two 30 minute phone interviews. I was referred by a current employee and I was guaranteed at least one interview. I received a phone call a day or so after I applied and the referral was made. Both interviewers were professional and straight forward. My degree is in Psychology, but I felt immediately disqualified when they reconsidered me for an Account Executive role as mentioned in the second interview. They asked me what my GPA was and how I felt about my performance in school. I felt as though my candidacy for the CSA position was overlooked because of my major and academic background being in behavioral sciences and not finance. They are considering me for a role that involves cold calling and sales, for drastically less pay. Basically, I feel misled and while they foster diversity, they devalue it into a glorified telemarketing role. They are a great company to work for, but unless you have the background of a finance all-star student, it will be an uphill battle to prove your merit.

    Interview Questions
    • Tell us about yourself? Why fisher investments? What are your strengths and weaknesses?   Answer Question
    Reasons for Declining

    I'm still waiting to hear the outcome of my interview.

    Declined Offer
    Neutral Experience
    Average Interview
  2.  

    Client Service Associate Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied through college or university – interviewed at Fisher Investments.

    Interview Details

    Met a recruiter at my big state U's career fair. We had a brief conversation. I gave him my resume and got a call back about two weeks later. Recruiter was pleasant and cordial and seemed smart, but a bit vague. Halfway through it turned into me interviewing him. While that's usually a good thing, and it did get me to the next round, I wasn't excited by what the company was doing or wanted from me.

    Interview Questions
    • "Am I doing a good job of interviewing you?"   View Answer
    Reasons for Declining

    Wasn't the right fit for my work habits or intellectual interests.

    Declined Offer
    Easy Interview
  3.  

    Client Services Associate Interview

    Anonymous Employee in Camas, WA
    Anonymous Employee in Camas, WA
    Application Details

    I applied through college or university. The process took 6 weeksinterviewed at Fisher Investments in September 2014.

    Interview Details

    The process took 1.5 months. I came into contact with a recruiter at mt college career fair and scheduled an interview for the next morning. I received an invitation to go to an on site interview in the company's Camas, WA location two weeks after the initial interview. I spent two nights in Washington where I interviewed with three managers, toured the office, and was taken on a private bus tour of nearby Portland, Oregon.

    Interview Questions
    Declined Offer
    Positive Experience
    Average Interview
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  5.  

    Client Services Associate Interview

    Anonymous Interview Candidate in Camas, WA
    Anonymous Interview Candidate in Camas, WA
    Application Details

    I applied online. The process took 4 weeksinterviewed at Fisher Investments in May 2014.

    Interview Details

    In early April I was contacted for an initial phone interview. I was later contacted that I would be flown out to Camas, WA for Campus Bring Back Day. The whole process took roughly 4 weeks.

    Interview Questions
    Accepted Offer
    Positive Experience
    Average Interview
  6.  

    Client Services Associate Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied through a recruiter. The process took 6 weeksinterviewed at Fisher Investments in March 2014.

    Interview Details

    Easy initial interview with recruiter in my area, very basic behavioral questions. Then they flew me out to their office in Washington State for follow up. Again, basic and nothing unexpected. All interview questions were already posted here. I actually liked the company and the culture, but after interviewing there was radio silence for 3 days. I had another offer expiring, which they were aware of and still didnt respond to calls or emails. They made me an offer less than 4 hours before expiration of my other opportunity.

    Interview Questions
    • Nothing stood out, most behavioral: how would you deal with difficult management, etc.   Answer Question
    Reasons for Declining

    Salary substantially below market value.

    Declined Offer
    Negative Experience
    Easy Interview
  7. 2 people found this helpful  

    Client Service Associate Interview

    Anonymous Employee in Portland, OR
    Anonymous Employee in Portland, OR
    Application Details

    I applied through college or university. The process took 3+ monthsinterviewed at Fisher Investments.

    Interview Details

    I saw Fisher's job listings on my university's job search website and sent them my resume and application. A recruiter called me some time later to set up an initial phone interview, and that interview was a week later and lasted about 30 minutes. Very basic fit questions. There were 2 more phone interviews after that, and a couple weeks after the last phone interview they offered to fly my to Portland to do a formal interview. I did, and there were about 8 other candidates there. They took us to dinner, showed us around Portland, and we each had 4 interviews in the office that day. A couple weeks after the formal interview, they called and offered me a position after allowing me to choose between 2 different job roles.

    Interview Questions
    Reasons for Declining

    They offered less money than I was offered from other companies, it was a less analytical job role than that of other companies, and the company had bad Glassdoor reviews.

    Declined Offer
    Positive Experience
    Easy Interview
  8. 1 person found this helpful  

    Client Service Associate Interview

    Anonymous Employee
    Anonymous Employee
    Interview Details

    Went to a couple of campus recruiting events including a career fair and talked to a couple of younger employees. First interview was over the phone and I felt that they were impressed by my resume and wanted to proceed. If you search for 'top 20 interview questions' on google that's probably what they'll ask so just be ready for that kind of stuff. Second interview was about a month later on site. Process took about two and a half hours which was exhausting. Literally first thing in the morning the next day they called me for an interview with their VP of Client Services. When our scheduled call time rolled around my phone lost the call so we had to reschedule. When I did talk to her a couple of days later I was offered the position. I was shortly emailed the employment contract and given two weeks to respond with my answer.

    Interview Questions
    • A lot of questions about times that you failed at something or something that did not go as expected. I'll just say the obvious, which is to focus on how this experience contributed to your growth and all that. One question that threw me off was 'what is your understanding of what Fisher Investments does?' which somehow felt like a trick question at first.   Answer Question
    Reasons for Declining

    As a current college senior, the starting salary and potential to increase it (along with benefits) were tempting, but my boyfriend and I had agreed to a year of travel since I had applied and it wasn't an opportunity worth giving that up for.

    Declined Offer
  9. 3 people found this helpful  

    Client Service Associate Interview

    Anonymous Interview Candidate in Camas, WA
    Anonymous Interview Candidate in Camas, WA
    Application Details

    I applied through other source. The process took a dayinterviewed at Fisher Investments in March 2013.

    Interview Details

    Went in for an interview on the 14th. I prepared a lot by anticipating what questions would be asked based off other reviews. I can say I hit 80% of the ones they asked. Go in with a smile and confidence and know your material. Research the company, and make sure you prepare questions to ask them. I did 4 interviews and everyone of them asked if I had any questions. Get their point of view of the company and ask them what they like about it. This will give you a better picture of whether you want to work for them or not. Personally everyone that I have researched and heard from the 4 ladies who interviewed me was right on point. It seems like a great place to work as far as I can tell and when I toured the building I didn't walk into a business that had a slave feeling atmosphere to it. People were smiling and working and just seem to be getting the job done. I have seen many complaints and I took them with a grain of salt. I suggest you do as well.

    Interview Questions
    • None were "difficult" to be honest. I think if you go in knowing how an interview process works and research questions that most employers ask in any given situation then you will do great.   Answer Question
    Negotiation Details
    None. The offer met the average base salary and the benefits at this company are beyond what most companies will do for you anyways. I wouldn't negotiate. Just accepted the offer and I am confident that I will rise through the ranks and earn my salary in the future.
    Accepted Offer
    Positive Experience
    Average Interview
  10. 4 people found this helpful  

    Client Service Associate Interview

    Anonymous Employee in San Mateo, CA
    Anonymous Employee in San Mateo, CA
    Application Details

    I applied online. The process took 5 daysinterviewed at Fisher Investments in February 2013.

    Interview Details

    My first impression was not a good one. I drove to the interview an hour early and parking was a task (very hard) at the San Mateo site. The large parking lot was full with some employees parked on the street. There were literally black and white regulatory signs in the parking lot that stated "No Fisher Parking". I mean wow! Another drawback- shifts just too long. They want you to work from 7AM until 5PM Monday through Friday. They offer a $50,000 salary per year for the Client Service Associate position.Work hours are unrealistic ( I have more than 5 years of finance experience and a bachelor's degree in finance) and it seems as though I am making less per hour than I require. They offer $50,000 for 9 hours of work (you are there for a total of 10 hours--you get a one hour lunch break). Let's do the math, since Fisher investments is hoping you won't or can't. 45 hours per week *52 weeks = 2,340 hours. $50,000 salary / 2,340 hours= an actual hourly rate of $21.36 (21.367). Don't let them trick you. Process pretty easy, one phone interview that was about 30 minutes and one in person interview with 3 people lasted about 2 hours. Know your resume without even looking and be prepared to be talkative about it, share experience. What's your weakness? No talk about finance, which should be the norm because half of them did not study finance. (Fisher investments welcomes all majors). Be prepared with at least 10-15 questions to ask the interviewer, they expect it. Also expect that with each separate interview you may end up repeating yourself. What it means is one interviewer may say "walk me through your resume" and so will the next interviewer that comes in. Irritating! Interviewed on a Monday, they gave me a job offer the same week on Friday. Think long and hard and ask yourself do I really want this position? Especially if you have babies, toddlers, or young children at home because there is no flex time. Good benefits, fully covered medical, no premiums out of your paycheck, but with the paid time off it is not a good balance. There is no sick time, etc. You only get your Paid time off.

    Interview Questions
    • No difficult questions asked-- just know your resume front and back since the majority of the time will be spent on it and asking questions about your work experience.   Answer Question
    Reasons for Declining

    Work hours are unrealistic and it seems as though I am making less per hour than I require. They offer $50,000 for 9 hours of work (you are there for a total of 10 hours--you get a one hour lunch break). Let's do the math, since Fisher is hoping you won't or can't. 45 hours per week *52 weeks = 2,340 hours. $50,000 salary / 2,340 hours= an actual hourly rate of $21.36 (21.367). Another reason for declining, the lack of diversity in the workplace but this is what I expect from a privately held firm. Also of note if you have any misdemeanors, felonies, bad credit, bankruptcies, securities violations, etc do not expect to be hired. They do a full credit and background check.

    Declined Offer
    Positive Experience
    Average Interview

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