Registered Client Service Associate Interview Questions
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Registered Client Service Associate interview questions shared by candidates
What experience has prepared you best for this position?
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I spoke about my time as a supply manager that followed up on paperwork that would take several days to process, managing small details to ensure that laws and regulations were abided by, and also spoke about client interaction in previous jobs that worked towards a relationship built on mutual trust. Less
Describe your ideal client and bring us through the process from beginning to end on how you prospected them and then made a plan for them.
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How I prospect, and how I get to know their situation individually.
What is the biggest mistake you made in your last role, and how did you handle it?
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Honestly.
Why do you think you'll be successful in this role? Tell me a time you dealt with a difficult situation for a client and it turned out positive? How do you preform under pressure? What is your experience with dealing with ultra high net worth individuals? etc.
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I researched the questions and practice my answers in the car on the commute home from work. My interview process was stressful, but I won the room. I asked them questions that I think caught their attention. How do I measure my performance for the first three months in this role? What is the culture like in the office? What would be my number one priority in this role in the first year? Then the second? Less