Transfer Agent Interview Questions


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The Investment Administration Solution
Transfer Agent was asked...September 12, 2018

Tell me about yourself?

1 Answers

1 to 1.5 minutes


Do I own any domain names??!?

1 Answers

Uh, no!

State Street

Can you tell me what you understand about this role ? What would you like to join State Street ?

1 Answers

I mentioned my previous experiences with AIB and outlined the languages skills .

BNP Paribas

tell us about you and what you likie

1 Answers

i told them about myself and my future goals

The Investment Administration Solution

What do you know about our company?

1 Answers

3rd party administration aka dealer back office

I Dial U

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?

1 Answers

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

Digital Market Media

A single "what would you do" phone scenorio question.

1 Answers

Show your knowledge. Be prepared for any phone or customer service question.

Bluegreen Vacations

How easily can you overcome objections?

1 Answers

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

State Street

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.

1 Answers

No behavioural question?

International Fund Services

What would you do in a situation whereby a customer was not happy?

1 Answers

I would try to calm the customer try diffuse the issue and then look for solution and escalate to supervisor or manager if necessary. Less

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