Merrill Lynch Client Associate Interview Questions

8 Interview Reviews

Interview Experience

Interview Experience

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Getting an Interview

Getting an Interview

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Interview Difficulty

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Client Associate Interview

Anonymous Interview Candidate
Anonymous Interview Candidate
Application Details

I applied through an employee referral. The process took 2 days - interviewed at Merrill Lynch in April 2011.

Interview Details

It was alot of questions, I have my masters in Finance and I didn't get the job because of it.

Interview Questions
No Offer
Neutral Experience
Difficult Interview

Other Interview Reviews for Merrill Lynch

  1.  

    Client Associate Interview

    Anonymous Interview Candidate  in  Miami, FL
    Anonymous Interview Candidate in Miami, FL
    Application Details

    I applied through an employee referral. The process took 4+ weeks - interviewed at Merrill Lynch in March 2010.

    Interview Details

    I had the opportunity to interview with 3 financial advisors. The overall experience was a little intimidating but rewarding nevertheless. The job was ultimately given to an employee who transferred from another city who was already Series 7 licensed. I'd say that your best bet when going in with them is your Series 7 license.

    Interview Questions
    No Offer
    Positive Experience
    Difficult Interview
  2.  

    Client Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    The hiring process took about 5 weeks as there were a lot of applicants, but it was a good experience. I interviewed with the Client Relationship Manager and a bunch of Financial Advisors. Everyone I met in the interview was pretty easy going and polite.

    Interview Questions
    • Everything was behavioral. Nothing about markets or investing.   Answer Question
    Accepted Offer
    Average Interview
  3. 1 person found this helpful  

    Client Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied in-person. The process took 5 days - interviewed at Merrill Lynch in January 2012.

    Interview Details

    very relaxed interview. I felt very comfortable interviewing.

    Interview Questions
    • The questions asked were general questions including what my past experience was and why I wanted to work at Merrill Lynch.   Answer Question
    Negotiation Details
    I would definitely suggest that you should try to negotiate for the salary you want. Don't leave it up to the person you're interviewing with.
    Accepted Offer
    Positive Experience
    Easy Interview
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  5. 1 person found this helpful  

    Client Associate Interview

    Anonymous Interview Candidate  in  Farmington Hills, MI
    Anonymous Interview Candidate in Farmington Hills, MI
    Application Details

    The process took a day - interviewed at Merrill Lynch in May 2008.

    Interview Details

    The interview was pretty intimidating. I met with three members of the team. They asked a variety of questions. The questions focused on what skills could I bring to the team, and why I wanted to join the team. The initial contact was through a job posting at my school's career services website. After emailing the team directly to show that I was interested in the position, they emailed me back the next day. It took about a week to get in for the interview. I have since moved on to another position, but the interview process was nothing to be worried about. I would imagine that different advisors have different interview processes. Just be prepared to discuss what you can bring to the group.

    Interview Questions
    • Why do you want to join this team as opposed to joining a different team?   Answer Question
    Accepted Offer
    Positive Experience
    Easy Interview
  6. 2 people found this helpful  

    Client Associate Interview

    Anonymous Interview Candidate  in  New York, NY
    Anonymous Interview Candidate in New York, NY
    Application Details

    I applied through an employee referral. The process took 4 weeks - interviewed at Merrill Lynch in March 2012.

    Interview Details

    The interview process was fine, not very hard. The Hiring Manager said he would call by the end of the week after the last round. No call. A week later he said the recruiter from BofA will be reaching out to me shortly. No call. Another week later the recruiter called to say he was on vacation and that I didnt get the role.

    No Offer
    Negative Experience
    Easy Interview
  7.  

    Client Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2 weeks - interviewed at Merrill Lynch.

    Interview Details

    Sent in my résumé through email and then was asked to be available for a phone call the following day. That phone call was to set up a phone interview call with the boss. Pretty standard, except I did not talk to the boss till a week and a half after the first appointment. Each time they said they would call me at a certain time but did not so I had to call them and then I was told they needed to reschedule. I finally talk to the boss and it is more of a run down of the position than an interview because the boss had no interest in what I had to say. Scheduled an in person interview anyway. Showed up to that, no real questions other than being insulted a couple times. Was told I was exactly what the boss was looking for if the position was still available but it had been filled two months ago. Probably not standard across the company, just my experience.

    Interview Questions
    Reasons for Declining

    Not really a decline but was told to check back in a month or two to see if current employee had been fired.

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

    Client Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Met with a team of FAs to discuss what I could bring to the table and why I'd be a good fit. Asked me about my background & knowledge of markets, in particular, fixed income & muni bonds. Also lots of generic questions; why us, how are your excel skills, etc...

    Interview Questions
    No Offer

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