FactSet Client Services Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 13 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at FactSet.
FactSet
Client Service Associate
Intern Average Neutral experience No offer 5 rounds
Interview process
Recruiter call Background check Take home Presentation Technical screen
Interview formats
Behavioral Technical Presentation
The interview process was pretty chill and the people were nice. First, there was a HR screen, then a behavioral interview, and an Excel test. The last step was an in-person meeting at the office where I had to give a presentation on a topic they assigned and answer some technical questions that were about medium difficulty.
Confirmed questions0 questions
No confirmed questions were included in this interview report.
FactSet
Client Service Associate
Entry Easy Positive experience No offer 2 rounds
Interview process
Technical screen Onsite
Interview formats
Technical Case Behavioral
This was the second round for the CSA role, and it was a technical round. It included an Excel test and a product test. There was also a behavioural round to see if I was a good fit and motivated for the role.
Confirmed questions1 question
- What motivated you to apply to Factset and for this specific position?
FactSet
Client Services
Entry Average Positive experience Decline offer 3 rounds
Interview process
Group Presentation Onsite
Interview formats
Case Presentation Behavioral Technical
We did a group interview with a case interview component. It was okay. Eight people were in one group, and each group discussed and presented on three cases. There was a short presentation too, which was okay. Then there was a manager interview where they asked professional things like financial terms and recent news and trends.
Confirmed questions5 questions
- What recent news is most relevant?
- What is your greatest weakness?
- Could you explain what FactSet is in simple terms, as if to your grandpa?
FactSet Client Services Interview Questions
Quoted word for word from FactSet interview reports.
“Where do you find your financial news?”
Read reports →“If you had to pick one today, what stock would you invest in?”
Read reports →“What recent news is most relevant?”
Read reports →“Could you explain Excel to a 10-year-old?”
Read reports →“Could you explain what FactSet is in simple terms, as if to your grandpa?”
Read report →“What are the latest trends and news in our industry?”
Read report →“What are your thoughts on technology”
Read report →“In your own words, what is customer service?”
Read report →“Could you present your master thesis?”
Read report →Formats, difficulty and experience
Across all 13 FactSet interview reports.