First Republic Client Services Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 16 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at First Republic.
First Republic
Client Service Associate
Entry Average Positive experience Accept offer 3 rounds
Interview process
Recruiter call Phone screen Technical screen
Interview formats
Behavioral
I interviewed in the Los Angeles area and went through 3 rounds all on Zoom. The first round was a recruiter screening. The second round was with a managing director, and the last round consisted of interviews with two other director-level people. The interviews were all behavioral and felt like a vibe-check, which makes sense as this position requires you to work with high-net-worth clients. You really want to show a strong interest in managing finances and interacting with people.
Confirmed questions3 questions
- Can you share an experience of working in a team and encountering difficulties?
- How do you stay informed about current events?
- What are your current investment strategies?
First Republic
Client Service Associate
Entry Average Neutral experience No offer 2 rounds
Interview process
Recruiter call Phone screen Onsite
Interview formats
Behavioral
The interview was done over Zoom. I first chatted with the associate who used to do this job. Then, I met with two senior people from the team. Each chat was about an hour long, and there were two rounds total. If you're being looked at for more than one team, you'll have more interviews.
Confirmed questions2 questions
- Can you share your strengths and weaknesses?
- Describe a situation where you had to make a tough decision.
First Republic
Client Service Associate
Entry Average Positive experience Decline offer 4 rounds
Interview process
Recruiter call Onsite Panel Background check Offer
Interview formats
Behavioral Group
It was a pretty simple interview process. First, I had a brief call with someone from Talent Acquisition. Then, I went in for an in-person interview with some managers to figure out the best team for me. After that, I had a final interview with the FAs and the team. Lastly, I spoke with HR to sort out salary and compensation details.
Confirmed questions1 question
- Can you describe how you manage your daily tasks and overall workload?
First Republic Client Services Interview Questions
Quoted word for word from First Republic interview reports.
“How do you stay informed about current events?”
Read reports →“Do you personally trade stocks?”
Read reports →“How do you manage to stay organized when things get hectic?”
Read reports →“How do you manage your finances?”
Read reports →“What makes you want to pursue a career in private wealth management?”
Read report →“What are your current investment strategies?”
Read report →“What are your motivations for joining our Wealth Management team, and what is your understanding of the industry?”
Read report →“What are your long-term career aspirations over the next five years?”
Read report →“Tell me about a time you had a disagreement with a coworker and how you handled it.”
Read report →Formats, difficulty and experience
Across all 16 First Republic interview reports.