asked if you can do basic customer service and whether you could answer some behavioral questions
Financial Services Professional Interview Questions
286 financial services professional interview questions shared by candidates
Behavioral type basic questions.
Background questions
Tell me about yourself. Describe a situation where you had to prioritize.
Describe a time when you provided excellent service to a client?
Where do you see yourself in 5 years? What do you know about the series 7 & 63 licenses? What is great customer service to you? Explain a time you set a goal and achieved it?
Tell me about a situation where you established trust in a customer or coworker.
The interview questions were typical Star style questions and not that difficult if you follow the format. I had the hardest time with the logic test because you are not allowed to revisit a question once it is answered.
Simple. Just about my past experience; why I'd want to work there.
Tell me about the last book you read. How old are you? Do you think you have life figured out.
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