1. Name a time where you had to deal with a difficult co-worker. (I was asked this in the in-person interview)
Client Relationship Interview Questions
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Tell me about a time you thought outside the box
How would you prepare for a test that was tomorrow that you have no studied for?
All STAR based.
Name a time you had a deadline to meet and how did you prioritize for it?
Name a time you had an unhappy customer and how did you handle it?
What is a mutual fund? Stock? Bond? Exchange traded fund? Behavioral questions using STAR method. Participated in role play of phone call with customer.
What is a stock? What is a bond? ETF?
1. phone screening asked what an ETF, stock and mutual funds are, also asked about the current market news so follow that the week of your interview 2. the in person interview was laid back. They did a case study where you were given a scenario that you needed to solve (as if you were calling the client) and then they did the basic interview **be prepared to answer many star questions - they are looking for someone with great customer service skills, be yourself, you do not need to be a finance major
Name a time when you had to overcome an angry client.
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