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Client Specialist Interview Questions

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3,341 client specialist interview questions shared by candidates

Tell me a time when you had to adapt to something at a job in a short amount of time, how did you do it? Tell me about a time you ran into a problem but could not consult anyone for the solution, how did you make the decision on your own? Would you recommend a mutual fund or ETF to someone who wanted to invest a large sum of money and has an already established portfolio? Tell me about a time you went above and beyond for a client.
avatar

Client Relationship Specialist

Interviewed at Vanguard

3.7★
May 18, 2016

Tell me a time when you had to adapt to something at a job in a short amount of time, how did you do it? Tell me about a time you ran into a problem but could not consult anyone for the solution, how did you make the decision on your own? Would you recommend a mutual fund or ETF to someone who wanted to invest a large sum of money and has an already established portfolio? Tell me about a time you went above and beyond for a client.

All basic behavioral questions. Study the Goldman Sachs Operations behavioral interview questions and you will breeze through this interview. For the case study, make sure every answer you give is about the client. The case study I had was about a client who did not put in the correct information to open a new account and was being difficult when we tried to contact them. Empathize with the client. There is usually a larger issue at hand than the one piece of information they are missing on their paperwork. Life happens.
avatar

Client Relationship Specialist

Interviewed at Vanguard

3.7★
Feb 28, 2016

All basic behavioral questions. Study the Goldman Sachs Operations behavioral interview questions and you will breeze through this interview. For the case study, make sure every answer you give is about the client. The case study I had was about a client who did not put in the correct information to open a new account and was being difficult when we tried to contact them. Empathize with the client. There is usually a larger issue at hand than the one piece of information they are missing on their paperwork. Life happens.

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