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Betterment Customer Support Associate Interview Questions
& Process

Real candidates share what happened, how many rounds they had,
and how the experience turned out.

Based on 8 interview experiences · FREE TO READ

4.9 Rounds average
Average Typical difficulty
50% Positive experience

Candidate interview experiences

First-hand accounts from people who interviewed at Betterment.

Showing 3 of 8
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Customer Experience Associate

Operations · more than a year ago

Entry Easy Positive experience Accept offer 3 rounds
Interview process
Recruiter call Phone screen Technical screen Onsite Background check Offer
Interview formats
Behavioral Technical Other

I started off with a phone interview which was pretty straight forward. From there they said they would like to schedule an in person interview the following week but would need to coordinate schedules. I was then passed off to another person in HR who coordinated the interviews. I had a first round interview with two Customer Experience Supervisors and was given a laptop after the interviews to answer two hypothetical questions from a user to see how I would respond. I left, sent my thank you notes and then was contacted by the same interview coordinator to come in for a second round of interviews. I came back in the following week to meet with the Customer Experience Manager, Director of Customer Experience and the Chief Product Officer. Once the interviews were complete I was invited to stay and eat lunch with a few of the Customer Experience team members. I was asked to then gather a few references and send them over. They checked my references and made an offer. Overall the process was pretty straight forward. Best bit of advice is to come up with thought provoking and well-thought-out questions to ask everyone.

Confirmed questions3 questions
  • What is your motivation for joining Betterment?
  • Describe a situation where you dealt with a challenging user or customer and how you resolved it.
  • What is your understanding of finance?
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Betterment

Customer Experience Associate

Operations

Entry Easy Negative experience No offer 7 rounds
Interview process
Recruiter call Phone screen Take home Onsite Panel Presentation
Interview formats
Behavioral Case Presentation

So after a quick initial phone screen, they sent me a case study which involved simulated customer interactions. Then there was another phone interview, and if that went well, I had an in-person interview with 2-3 people plus a casual chat with future teammates. The final stage involved interviews with higher-ups, even the CPO, and about 3-4 other leaders. Talking to at least 7-8 people total made it a really drawn-out process, and honestly, I thought it was pretty inefficient. After all that, they took weeks to respond, even after I followed up. When they finally called, it was to say they picked someone else, without giving any specific reasons. It started out great, moving fast and seeming efficient, but then it went completely downhill after the in-person. It felt like they wasted their Director's and CPO's time with candidates they weren't sure about. Plus, they didn't seem to respect my time either, taking nearly a month to get back and over a week just to acknowledge my email. I suspect it's a good company, but the interview experience itself was pretty disappointing, not because I didn't get the job, but because of how they handled it.

Confirmed questions1 question
  • Can you share an instance where you managed a challenging customer situation?
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Betterment

Customer Experience Associate

Operations

Entry Average Neutral experience Accept offer 4 rounds
Interview process
Take home Recruiter call Onsite Panel
Interview formats
Other Behavioral

After applying, I first had to complete a written test with two questions. A week later, I had a call with HR, then a few days after that I spoke with the Customer Experience manager. Finally, about a week after that, I had a long 3-hour interview block where I met with five different people.

Confirmed questions6 questions
  • What's a skill or topic you could share with me that I don't know?
  • Tell me about a time you had to deal with a difficult customer.
  • How would you handle a situation where a customer is unhappy with a product or service?

Betterment Customer Support Associate Interview Questions

Quoted word for word from Betterment interview reports.

What do you think makes for a great customer experience?

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How do you stay updated on product knowledge or company policies to better assist customers?

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What's a skill or topic you could share with me that I don't know?

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How would you handle a situation where a customer is unhappy with a product or service?

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Describe a time you went above and beyond to help a customer.

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Formats, difficulty and experience

Across all 8 Betterment interview reports.

Interview formats

Behavioral 45%
Other 15%
Case 15%
Technical 15%
Presentation 10%

Interview difficulty

Easy 25%
Average 75%
Difficult 0%

Candidate experience

Neutral 25%
Positive 50%
Negative 25%