Client Services Associate Interview Questions

4,531 client services associate interview questions shared by candidates

The questions are all technical. You will be asked to demonstrate knowledge about accounting and finance, in particular. I was asked questions about the different types of securities - Available for Sale, Held to Maturity and Trading - how each is reported differently and why.
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Client Services

Interviewed at Clearwater Analytics (CWAN)

3.5
May 7, 2013

The questions are all technical. You will be asked to demonstrate knowledge about accounting and finance, in particular. I was asked questions about the different types of securities - Available for Sale, Held to Maturity and Trading - how each is reported differently and why.

Not difficult. Ask about how to deal with an irate customer or if you've ever had to deal with one. Just be positive, smile, and don't be nervous. Also asked what my major in college was and what I want to do after college.
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Client Services Professional and Receptionist

Interviewed at H&R Block

3.8
Dec 27, 2013

Not difficult. Ask about how to deal with an irate customer or if you've ever had to deal with one. Just be positive, smile, and don't be nervous. Also asked what my major in college was and what I want to do after college.

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