Transfer Agent Interview Questions
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Transfer Agent interview questions shared by candidates
Can you tell me what you understand about this role ? What would you like to join State Street ?
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I mentioned my previous experiences with AIB and outlined the languages skills .
How would you handle an argumentative client on the phone? Are you willing to work at least 25 hours a week? How comfortable are you on the phone? Can you learn easy and take constructive criticism?
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Honestly, I have dealt with many argumentative client's and I always acknowledge that I understand and that I would stay on the phone with them till we figured out what was wrong and get some answers. Of course I am willing to work 25 hours a week not that hard it is part-time. I answered yes to taking constructive criticism, because I feel we cannot learn if we are not willing to take advice from pros. Less
A single "what would you do" phone scenorio question.
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Show your knowledge. Be prepared for any phone or customer service question.
How easily can you overcome objections?
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I can overcome objections really well. You are going to hear a lot of No's before you get that one yes. But the trick is to not allow the No's to stop you from chasing after that Yes. If a person is saying no, don't take it personal because they are saying no to the service (at the moment), not to you. Also, if you are hearing a lot of No's, it may be because you are not clearly showing the customers the value in the service/product you are selling. People will not buy into something they see no value in. It's our job to show our customers all the value our service can bring to them and their family. Less
First basic staff: which subject have you studied in your degree, in your master etc Then more specific: what is a mutual fund, what is equity, fixed income, derivatives, what did you do in your previous job etc.
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No behavioural question?
