Merrill Lynch
3.5 of 5 1,100 reviews
www.baml.com Charlotte, NY 5000+ Employees

Merrill Lynch Client Associate Interview Questions & Reviews

Updated Jan 16, 2014
All Interviews Received Offers

Getting the Interview 

33%
33%
33%

Interview Experience 

50%
16%
33%

Interview Difficulty 

Average Difficulty
7 candidate interviews Back to all interview questions
in

Accepted Offer

Positive Experience

Easy Interview

Client Associate Interview

Client Associate

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

Interview Details – very relaxed interview. I felt very comfortable interviewing.

Interview Question – 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.

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

No Offer

Neutral Experience

Client Associate Interview

Client Associate

Interviewed at Merrill Lynch

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 Question – Tell us your greatest weakness.   Answer Question

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

Declined Offer

Negative Experience

Very Easy Interview

Client Associate Interview

Client Associate

I applied online and 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 Question – The only surprise was a lack of actual questions.   Answer Question

Reason 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.

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

We want your feedback – Is this interview information helpful to you?  Yes | No
1 person found this helpful

No Offer

Negative Experience

Easy Interview

Client Associate Interview

Client Associate
New York, NY

I applied through an employee referral and 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.

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

No Offer

Neutral Experience

Difficult Interview

Client Associate Interview

Client Associate

I applied through an employee referral and 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 Question – Why do you want to work here?   Answer Question

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

No Offer

Positive Experience

Difficult Interview

Client Associate Interview

Client Associate
Miami, FL

I applied through an employee referral and 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

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response

1 person found this helpful

Accepted Offer

Positive Experience

Easy Interview

Client Associate Interview

Client Associate
Farmington Hills, MI

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 Question – Why do you want to join this team as opposed to joining a different team?   Answer Question

Was this interview helpful?  
Yes | No
Flag Interview  |  Add Employer Response
RSS Feed Embed
Interviews for Top Jobs at Merrill Lynch

Worked for Merrill Lynch? Contribute to the Community!

The difficulty rating is the average interview difficulty rating across all interview candidates.

The interview experience is the percentage of all interview candidates that said their interview experience was positive, neutral, or negative.

Your response will be removed from the review – this cannot be undone.

Glassdoor is your free inside look at Merrill Lynch Client Associate interview questions and advice. All 7 interview reviews posted anonymously by Merrill Lynch employees and interview candidates.