Fisher Investments Client Service Associate Interview Questions

Updated Jul 16, 2015
25 Interview Reviews

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Helpful (1)  

Client Service Associate Interview

Anonymous Interview Candidate in Camas, WA
Accepted Offer
Positive Experience
Average Interview

Application

I applied through an employee referral. The process took 8 weeksinterviewed at Fisher Investments (Camas, WA) in June 2015.

Interview

I submitted my resume by an employee referral and got a call 2 weeks later to set up a phone interview with a recruiter. After my first phone interview I got a call back and hour later to set up another phone interview the next day with another recruiter. A week later got a phone call to set up an onsite interview. At the onsite I was greeted by an employee who gave me a tour around the building before taking me to the interview floor where I waited for my interviews to begin. I first interviewed with a manger in the Client Service department, then interviewed with Sales Operations, and finally an Account Executive Team Lead. After the onsite interview I got a call back the same day from recruiting to follow up on what positions I was interested in the most and what I thought of the visit. I was told I would hear back in a week. In the meantime I got emails and links to fill out a background check and waited over a week and heard nothing back. After a week and a half had passed I emailed recruiting to follow up on my status and the next day got a call back saying they were still interested and wanted to set up a final phone interview with the Group Vice President. Immediately after the phone interview I was offered the job by the GVP.

Interview Questions

Negotiation

Was not able to negotiate. I tried but was told that at entry level everyone goes in with the same expectations and salary pay. However depending on your performance you do get bonuses twice a year, that could be up to 20% of your salary.

Other Interview Reviews for Fisher Investments

  1.  

    Client Service Associate Interview

    Anonymous Employee
    Declined Offer
    Neutral Experience
    Average Interview

    Application

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

    Interview

    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

  2. Helpful (1)  

    Client Service Associate Interview

    Anonymous Employee
    Declined Offer
    Neutral Experience
    Average Interview

    Application

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

    Interview

    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?   1 Answer

    Reasons for Declining

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

  3.  

    Client Service Associate Interview

    Anonymous Employee
    Declined Offer
    Easy Interview

    Application

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

    Interview

    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?"   1 Answer

    Reasons for Declining

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

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  5.  

    Client Services Associate Interview

    Anonymous Employee in Camas, WA
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 6 weeksinterviewed at Fisher Investments (Camas, WA) in September 2014.

    Interview

    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

  6.  

    Client Services Associate Interview

    Anonymous Interview Candidate in Camas, WA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4 weeksinterviewed at Fisher Investments (Camas, WA) in May 2014.

    Interview

    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

  7.  

    Client Services Associate Interview

    Anonymous Employee
    Declined Offer
    Negative Experience
    Easy Interview

    Application

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

    Interview

    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.

  8. Helpful (2)  

    Client Service Associate Interview

    Anonymous Employee in Portland, OR
    Declined Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 3+ monthsinterviewed at Fisher Investments (Portland, OR).

    Interview

    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.

  9. Helpful (2)  

    Client Service Associate Interview

    Anonymous Employee
    Declined Offer

    Interview

    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.

  10. Helpful (3)  

    Client Service Associate Interview

    Anonymous Interview Candidate in Camas, WA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through other source. The process took 1 dayinterviewed at Fisher Investments (Camas, WA) in March 2013.

    Interview

    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

    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.

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