Fisher Investments

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Fisher Investments Client Service Associate Interview Questions

Updated Dec 8, 2014
Updated Dec 8, 2014
22 Interview Reviews

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Client Service Associate Interview

Anonymous Interview Candidate
Anonymous Interview Candidate
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

Other Interview Reviews for Fisher Investments

  1.  

    Client Services Associate Interview

    Anonymous Interview Candidate in Camas, WA
    Anonymous Interview Candidate 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
  2.  

    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
  3.  

    Client Services Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    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
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  5. 2 people found this helpful  

    Client Service Associate Interview

    Anonymous Interview Candidate in Portland, OR
    Anonymous Interview Candidate 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
  6. 1 person found this helpful  

    Client Service Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    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
  7. 2 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
  8. 4 people found this helpful  

    Client Service Associate Interview

    Anonymous Interview Candidate in San Mateo, CA
    Anonymous Interview Candidate 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
  9. 1 person found this helpful  

    Client Service Associate Interview

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

    I applied online. The process took 2+ monthsinterviewed at Fisher Investments.

    Interview Details

    Applied online through university website, they contacted me and gave a 30min phone interview. Asked general stuff, education, work experience, greatest achievement, then was invited to an in person group interview. Paid my own travel expenses, met with a group of about twelve applicants. A day of group presentations, then each applicant has a one on one with three different managers. Same run of questions. Called me back after I called them a week after the interview.

    Interview Questions
    Negotiation Details
    No negotiations...but they quote 45K a year, this is true, but it is a base pay plus over time. The days are ten hours long, so you get two hours of overtime daily.
    Accepted Offer
    Neutral Experience
    Average Interview
  10.  

    Client Service Associate Interview

    Anonymous Interview Candidate in San Mateo, CA
    Anonymous Interview Candidate in San Mateo, CA
    Application Details

    I applied in-person – interviewed at Fisher Investments in November 2012.

    Interview Details

    I just happened to walk into the company one day and simply started talking to a random associate who happened to be a recruiter. By the end of the conversation he handed me his business card and said "go online and submit your resume, and fill free to use my name". From there I received a follow up call from the manager of the position I was applying for. On that first phone call they conducted a brief over-the-phone interview. At the end of that conversation they invited me in for an in person interview. At that interview, the person interviewing me simply said to me "tell me about yourself" then after I did so they merely provided me with information about the position and asked if my qualities met what they wanted. It was shortly wrapped up after that. Roughly two weeks after that interview I received a phone call from the manager informing me I got the position.

    Interview Questions
    • Didn't receive any super challenging or unexpected questions. Could be due in part to the position I was applying for.   Answer Question
    Accepted Offer
    Positive Experience
    Easy Interview

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