Putnam Investments Client Services Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 10 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Putnam Investments.
Putnam Investments
Client Service Representative
Entry Easy Negative experience No offer 4 rounds
Interview process
Recruiter call Take home Group Presentation
Interview formats
Behavioral Group Presentation
I went in, filled out some paperwork, then did a test that took an hour. After that, I talked to the HR manager. Then, I was sent to the call center area where I listened in on some calls. Finally, I had a group interview. The whole thing took about 3.5 hours. They said they'd call me in a few weeks, but I had to follow up and still heard nothing. They did end up calling me 3.5 weeks later to say I didn't get the job.
Confirmed questions1 question
- Can you describe a stressful situation you encountered and how you managed to get through it?
Putnam Investments
Client Service Representative
Entry Average Positive experience Accept offer 5 rounds
Interview process
Recruiter call Take home Technical screen Background check Onsite Panel
Interview formats
Behavioral Technical Other
I applied online and then an HR rep reached out for a phone interview. After that, they had me come in for an interview. When I got there, I had to take a test with math and critical thinking problems, followed by a basic behavioral test. Then I met with a Senior HR rep, and after that, I met with someone currently in the role. The process ended with me interviewing with two managers.
Confirmed questions4 questions
- Basic behavioral questions.
- What is Putnam?
- Why did you want to work here?
Putnam Investments
Client Service Representative
Entry Average Positive experience Accept offer 6 rounds
Interview process
Recruiter call Take home Onsite Phone screen Technical screen Panel
Interview formats
Behavioral Technical
I had a telephone interview first, then we set up an in-person interview. It was longer than I thought it would be. When I got there, I had to fill out another application and do some kind of assessment test. After that, I had a one-on-one with someone from HR. Then, I was taken down to the call center to shadow someone currently in the role so I could see what the job is like. Finally, I met with two supervisors from the department for the second part of the interview.
Confirmed questions1 question
- What's your approach to dealing with upset customers?
Putnam Investments Client Services Interview Questions
Quoted word for word from Putnam Investments interview reports.
“What is Putnam?”
Read reports →“What is your weakness?”
Read reports →“Can you confirm the details on your application and resume?”
Read reports →“What's your approach to dealing with upset customers?”
Read reports →“How do you approach teamwork?”
Read report →“Can you tell me about your current summer job?”
Read report →“Can you describe a stressful situation you encountered and how you managed to get through it?”
Read report →“Tell me about your strengths and how they'd be a good fit for this position.”
Read report →“Tell me about a challenging situation you faced in life and how you handled it.”
Read report →Formats, difficulty and experience
Across all 10 Putnam Investments interview reports.