Client Services Associate Interview Questions

4,492 client services associate interview questions shared by candidates

The questions are all technical. You will be asked to demonstrate knowledge about accounting and finance, in particular. I was asked questions about the different types of securities - Available for Sale, Held to Maturity and Trading - how each is reported differently and why.
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Client Services

Interviewed at Clearwater Analytics (CWAN)

3.4
May 7, 2013

The questions are all technical. You will be asked to demonstrate knowledge about accounting and finance, in particular. I was asked questions about the different types of securities - Available for Sale, Held to Maturity and Trading - how each is reported differently and why.

Phone Screen Initial Interview: Math Questions: If 3-x=2x-3, then 4x=? 150 is what percentage of 30 What is 1/.75? Finance Questions: Describe differences between a stock and a bond. Name the three major accounting statements. Most of the questions were taken from my resume. So anything you mention will be fair game and the will delve deeper and deeper into what you may talk about. It is also really important to know what Clearwater Analytics is, what they do and why you want to work there.
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Client Services Analyst

Interviewed at Clearwater Analytics (CWAN)

3.4
Apr 19, 2016

Phone Screen Initial Interview: Math Questions: If 3-x=2x-3, then 4x=? 150 is what percentage of 30 What is 1/.75? Finance Questions: Describe differences between a stock and a bond. Name the three major accounting statements. Most of the questions were taken from my resume. So anything you mention will be fair game and the will delve deeper and deeper into what you may talk about. It is also really important to know what Clearwater Analytics is, what they do and why you want to work there.

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