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Private Client Resources Overview

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Wilton, CT
1 to 50 employees
2000
Company - Private
Financial Analytics & Research
$5 to $10 million (USD) per year
Unknown
PCR is a financial tech company that delivers a unique data management & client communication solution to firms that provide advisory services to ultra-high-net-worth (UHNW) Private Clients. PCRInsightstm securely aggregates & enhances ... Read more

Private Client Resources Reviews

2.7
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Private Client Resources CEO Bob Miller
Bob Miller
2 Ratings
  • "180 Degree Turnaround"

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    Current Employee - Client Service Representative
    Current Employee - Client Service Representative
    Recommends
    Approves of CEO

    I have been working at Private Client Resources full-time (More than 3 years)

    Pros

    In the past 12 months, this company has transformed itself from a dreary, rigid data factory into a bright, modern, collaborative place to work. This new corporate culture is fostered by a management team with a focus on growth for its clients and employees.

    Cons

    Releasing so many new products and services in a short time frame can cause confusion.

    Advice to Management

    Keep clients and employees informed about new products and services. Internal and external communication strategies are crucial.

See All 24 Reviews

Private Client Resources Interviews

Experience

Experience
50%
25%
25%

Getting an Interview

Getting an Interview
67%
33%

Difficulty

3.3
Average

Difficulty

Hard
Average
Easy
  1.  

    Client Service Associate Interview

    Anonymous Employee in Wilton, CT
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through a recruiter. I interviewed at Private Client Resources (Wilton, CT) in May 2017.

    Interview

    2 in person interviews. First met with team leads, then follow up with senior management. A fare amount of time was spent advising how this is a changing company with a new CEO and direction departing from how the company was steered 2-3 years ago.

    Interview Questions

    • lot of industry knowledge questions.
      What experience do you have with alternative investments?   Answer Question
See All 4 Interviews

Private Client Resources Awards & Accolades

  • PAM 2016: “Most Innovative Private Bank Provider”, Private Asset Management Magazine, 2016

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