Fisher Investments Client Services Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 177 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Fisher Investments.
Fisher Investments
Client Service Associate
Entry Average Negative experience No offer 4 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral
There were about 3 to 4 rounds of interviews, starting with a phone interview. Because I was interning at the time, they threw some tricky questions at me, and it really felt like the interviewer, Tony Holland, wasn't interested in hiring me. On top of that, he had the nerve to call me to say I wasn't moving forward, when an email would have been perfectly fine.
Confirmed questions4 questions
- Could you define what good leadership looks like?
- Tell me a bit about yourself.
- Why were you interested in applying for this role with our company?
Fisher Investments
Client Service Associate
Entry Average Positive experience No offer 2 rounds
Interview process
Recruiter call Phone screen Technical screen
Interview formats
Behavioral Technical
started with an online application, then had a phone screening with HR. After that, I had one virtual interview with a team leader who asked me situational and behavioral questions about client service. The vibe was professional and friendly. They really wanted to know about my communication skills, if I could handle tough clients, and my past customer service experience. The whole thing took about two weeks, and they sent email updates regularly. I didn't get an offer, but it was a good learning experience.
Confirmed questions1 question
- Tell me about a time you had to deal with a difficult customer and how you handled it.
Fisher Investments
Client Service Associate
Entry Average Positive experience Decline offer 3 rounds
Interview process
Recruiter call Phone screen Technical screen
Interview formats
Behavioral Technical
Everything was excellent. I got to the final stage of recruitment process, it took 3 interviews, 2 on one same day. The process is very nice, very transparent, they set clear expectations and describe the position as is, pros and cons, and will answer to your questions in a honest and friendly manner. I would recommend to prepare for the interviews using tools like Glassdoor and Indeed as it will help you prepare for the interviews to pass them successfully. Learn about the company, what they do, and why you do want to work with them, expectations for the future and how do past experiences align for the position you applied for.
Confirmed questions1 question
- Can you share an instance where you exceeded customer expectations?
Fisher Investments Client Services Interview Questions
Quoted word for word from Fisher Investments interview reports.
“What would your close friends describe as a negative trait of yours, and how would you frame it differently?”
Read reports →“As a healthcare industry professional, why are you interested in FI and the finance field?”
Read reports →“Can you share an instance where you had to simplify a complex idea for an audience unfamiliar with the topic?”
Read reports →“Can you share an instance where you struggled to uphold your own standards or advice?”
Read reports →“Can you share an instance where something had negative ramifications and what you learned from it?”
Read report →“Can you share an instance of failure and the lessons you took away from it?”
Read report →“Can you tell me about a time you experienced a complete failure and what you believe caused it?”
Read report →“Can you tell me about a time you attempted something and it didn't work out?”
Read report →“Can you share an instance where you made an error and describe how you rectified it?”
Read report →Formats, difficulty and experience
Across all 177 Fisher Investments interview reports.