Fisher Investments

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Fisher Investments Client Service Associate Interview Questions

Updated Mar 3, 2015
Updated Mar 3, 2015
50 Interview Reviews

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  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 online. The process took 4 weeksinterviewed at Fisher Investments.

    Interview Details

    I applied online, received a phone call to set up an initial phone interview with a recruiter. I made to the second round, which was a second phone interview with another recruiter. After the interview, the recruiter asked me to fill out an application with personal info, employment background, and credit info.

    Interview Questions
    • I asked was series of behavioral questions, nothing too difficult. Why wealth management? Why investment company?   Answer Question
    No Offer
    Positive Experience
    Easy Interview
  3.  

    Client Service Associate Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied online – interviewed at Fisher Investments.

    Interview Details

    They called me few days after I applied online and schedule the first interview in the next two weeks. I am still waiting to hear back from them next week. The interviewer seemed nice, but for some reasons she talked really soft and I could not hear her well. I guess it was because of the signal there I because mine was pretty good.

    Interview Questions
    • What was the most difficult thing you experienced in such position? What did you learn the most about the job? But most of the questions are pretty basic. Mostly they asked about your previous job.   Answer Question
    No Offer
    Positive Experience
    Easy Interview
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  5.  

    Client Service Associate Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied through a recruiter. The process took 2 weeksinterviewed at Fisher Investments in January 2015.

    Interview Details

    I originally toured the company with a group of students from Gonzaga as a Career Fair-type deal. I handed the recruiter my resume after the tour. A week later, I received a call that they wanted to schedule a phone interview for the next week.

    Interview Questions
    • The basic interview questions: tell me about yourself, what do you know about the company, what do you know about the positions we're hiring for, etc.   Answer Question
    No Offer
    Positive Experience
    Average Interview
  6.  

    Client Service Associate Interview

    Anonymous Employee
    Anonymous Employee
    Interview Details

    I applied the position online. Three days later, one hr person called me back, asked me some basic questions, such as my education background, and then scheduled an phone interview in three weeks later.

    Interview Questions
    • What is your biggest challenge in your former internship experience?   Answer Question
    No Offer
    Average Interview
  7.  

    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
  8.  

    Client Service Associate Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied online – interviewed at Fisher Investments.

    Interview Details

    I applied online and received a phone call from HR to schedule a phone interview. The individual who interviewed me was very friendly and made the call much more conversational rather than question based. It was focused on behavioral and character traits.

    Interview Questions
    • Most of the questions where character and behavioral based. They did ask why you are interested in Fisher Investments (but that is an obvious question).   Answer Question
    No Offer
  9.  

    Client Service Associate Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied through college or university. The process took 2 weeksinterviewed at Fisher Investments.

    Interview Details

    Met with them at my university's career showcase. Got scheduled for an in person interview for the following week. Campus recruiting, on campus interviews. Very conversational, they mostly ask personal questions relating to your resume. Their internship is highly selective since they cap it to 30-40 interns and hire 1-2 students from each university.

    Interview Questions
    • Not many, they just want to know who you are and what you're passionate about   Answer Question
    No Offer
    Positive Experience
    Easy Interview
  10.  

    Client Service Associate Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied through college or university. The process took 2 weeksinterviewed at Fisher Investments.

    Interview Details

    Mostly questions you would expect in any interview. To give you a heads up they asked what I knew about the company which I had a list of in front of me for the phone interview just in case they asked me that question but didn't bother going over things that I thought would sound cliche thinking he's probably heard it hundreds of times now so I kept it to the successes and bigger clientele and listed a least the 15 different things that I noted "important" but the interviewer I guess wanted me to give him the start to finish cause he went over the things I just passed off in my notes afterwards.

    Interview Questions
    No Offer
    Average Interview
  11.  

    Client Service Associate Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied online. The process took 3 weeksinterviewed at Fisher Investments in September 2014.

    Interview Details

    I received a phone call a few days after applying online. The recruiter wanted to set up a phone interview, but could not schedule anything within 3 weeks. The phone interview was relatively basic and mostly was interested in employment/ experience and knowledge on the background on FI. There was time allotted for questions at the end, and it is very important to have prepared 5-7 things to ask the recruiter. They try to make the job sound difficult to the point of almost turning you off to it, so it's pretty important to continues to stay enthused for the position. Overall, it's a pretty painless interview but adequate preparation is key.

    Interview Questions
    No Offer
    Neutral Experience
    Average Interview

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