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FactSet Client Advisor Interview Questions and Answers

Updated 3 Oct 2024

FactSet Client Advisor Interview Experiences

4 interviews found

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Not Selected

I applied via Walk-in and was interviewed in Aug 2024. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. What skills you possess with?
  • Ans. 

    I possess strong communication, problem-solving, and customer service skills.

    • Excellent communication skills to effectively interact with clients

    • Strong problem-solving abilities to address client needs and concerns

    • Exceptional customer service skills to provide personalized assistance and build relationships

    • Ability to multitask and prioritize tasks efficiently

    • Experience in sales or client relations roles

  • Answered by AI
  • Q2. How do you handle client?
  • Ans. 

    I handle clients by actively listening to their needs, providing personalized solutions, and maintaining open communication.

    • Actively listen to clients to understand their needs and concerns

    • Provide personalized solutions tailored to each client's unique situation

    • Maintain open and transparent communication throughout the client-advisor relationship

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Speak with confidence
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

The Aptitude test was around 1 hour duration

Client Advisor Interview Questions Asked at Other Companies

asked in Amplifon
Q1. sell me a product and convinced me
asked in Amplifon
Q2. How to handle pressure
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Referral and was interviewed in Feb 2023. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all Resume tips
Round 2 - Aptitude Test 

Logical Reasoning, English and Finance questions Thru Hacker Rank platform

Round 3 - Technical 

(2 Questions)

  • Q1. What is Derivatives? What is Options and Its Type? It was a Panel interview 1.Go thru your Profile 2. Short term goal and Long term goals. 3. What do you Know about Derivatives? 4.What do know about Opt...
  • Q2. It was a Panel interview 1.Go thru your Profile 2. Short term goal and Long term goals. 3. What do you Know about Derivatives? 4.What do know about Options. Share Warrent, Strike Price, At the Money, Out...

Interview Preparation Tips

Interview preparation tips for other job seekers - I didn't perform well in my 2 round interview, So i didn't get selected, If I got selected My 3 round will be with Director.

I was interviewed in Sep 2022.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all Resume tips
Round 2 - Hackerrank 

(1 Question)

  • Q1. Core finance related questions.
Round 3 - Technical 

(2 Questions)

  • Q1. Core finance related questions Negative experience
  • Q2. Too much pressurizing the candidates and interviewers were so commanding and not friendly. Pathetic audio quality of the interview.

Interview Preparation Tips

Interview preparation tips for other job seekers - Even though you are a fresher, they expect you to have way more than one could get a degree from Harvard. So have a great great knowledge.

FactSet interview questions for designations

 Advisor

 (2)

 Financial Advisor

 (3)

 Client Solution Associate

 (2)

 Client Support Engineer

 (1)

 Client Solution Manager

 (1)

Interview questions from similar companies

Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Job Portal and was interviewed in Nov 2023. There was 1 interview round.

Round 1 - Technical 

(3 Questions)

  • Q1. Some SQL was shared and asked to explain what it was
  • Q2. It was a SQL Server Common Table Expression
  • Q3. General questions about experience in past projects and how you dealt with difficult situations

Interview Questionnaire 

6 Questions

  • Q1. Effect of currency depreciation
  • Ans. 

    Currency depreciation can have various effects on the economy and businesses.

    • Currency depreciation can make exports cheaper and imports more expensive, leading to an increase in exports and a decrease in imports.

    • It can boost tourism as foreign visitors find the destination more affordable.

    • Currency depreciation can also increase the cost of imported goods and raw materials, potentially leading to inflation.

    • It can make f...

  • Answered by AI
  • Q2. Importance of Balance of Payment
  • Ans. 

    Balance of payment is important for assessing a country's economic health and its international transactions.

    • Balance of payment helps in understanding a country's trade position with the rest of the world.

    • It provides insights into the inflow and outflow of foreign currency, which impacts exchange rates.

    • A positive balance of payment indicates that a country is earning more from exports than spending on imports.

    • A negativ...

  • Answered by AI
  • Q3. Probability based questions
  • Q4. Your best quality
  • Ans. 

    My best quality is my ability to effectively communicate and collaborate with others.

    • Strong communication skills

    • Excellent interpersonal skills

    • Ability to work well in a team

    • Active listening

    • Conflict resolution

    • Empathy and understanding

    • Clear and concise verbal and written communication

    • Building positive relationships

    • Providing constructive feedback

    • Facilitating effective meetings

  • Answered by AI
  • Q5. How you handle stress
  • Ans. 

    I handle stress by prioritizing tasks, taking breaks, and practicing mindfulness.

    • I prioritize tasks based on deadlines and importance

    • I take short breaks to clear my mind and recharge

    • I practice mindfulness techniques such as deep breathing or meditation

    • I seek support from colleagues or supervisors when needed

  • Answered by AI
  • Q6. Calculate the total no.of accounts that a new bank card get.
  • Ans. 

    The total number of accounts a new bank card can get depends on various factors such as customer demand, marketing efforts, and eligibility criteria.

    • The number of accounts can vary based on the type of bank card (e.g., credit card, debit card)

    • Customer demand and marketing efforts play a significant role in acquiring new accounts

    • Eligibility criteria, such as credit score and income, may determine the number of accounts ...

  • Answered by AI

Interview Preparation Tips

Round: Resume Shortlist
Tips: Keep the resume short and to the point

Round: Test
Experience: Online test on the lines of common entrance exam with certain questions specific to finance field. And basically tested the general aptitude
Duration: 1 hour 30 minutes
Total Questions: 30

I applied via Campus Placement and was interviewed in Dec 2016. There were 3 interview rounds.

Interview Questionnaire 

4 Questions

  • Q1. Oops concept!
  • Q2. Where do you see yourself in two years?
  • Ans. 

    In two years, I see myself excelling in my role as Assistant Manager, leading a team to success and contributing to the growth of the company.

    • Continuing to develop my leadership skills through training and hands-on experience

    • Taking on more responsibilities and projects to showcase my abilities

    • Building strong relationships with my team members and other departments to foster collaboration

    • Contributing innovative ideas to...

  • Answered by AI
  • Q3. How good are you compared to the people waiting outside?
  • Ans. 

    I believe I am well-equipped with the necessary skills and experience to excel in this role compared to the other candidates.

    • I have X years of experience in a similar role, giving me a strong understanding of the responsibilities and challenges involved.

    • I have a proven track record of successfully leading teams and achieving targets, showcasing my ability to drive results.

    • I possess excellent communication and problem-s...

  • Answered by AI
  • Q4. Why this job? Why not higher studies?
  • Ans. 

    I am passionate about gaining practical experience and contributing to a team's success. I believe this job will provide me with valuable skills and opportunities for growth.

    • I believe gaining practical experience in a professional setting will benefit me more than pursuing higher studies at this time

    • I am excited about the opportunity to work with a team and contribute to the success of the company

    • I see this job as a ch...

  • Answered by AI

Interview Preparation Tips

Round: Technical Interview
Experience: They didn't ask too many technical questions. The interviewer wanted to know if I was genuinely interested in the profile. That's all.
Tips: Stay calm. Don't get stuck up on any topic for too long. Make sure you talk enough. Make sure the interviewer feels that you're a perfect fit for the profile.

Round: HR Interview
Experience: It was mostly HR questions. They just wanted to make sure they're making a right choice in investing you, (long term). To see if we're flexible enough to get along with the team there.
Tips: Give your best. Don't stammer.

Skills: Team Player, Hardwork, Management Skills
College Name: IIT Madras

I applied via Campus Placement and was interviewed in Dec 2016. There were 3 interview rounds.

Interview Questionnaire 

5 Questions

  • Q1. Practical use of linked list, classes and structures
  • Ans. 

    Linked lists, classes, and structures are used to organize and manage data in a flexible and efficient manner.

    • Linked lists are used to store and manipulate collections of data where the order is important.

    • Classes and structures are used to define custom data types with their own properties and methods.

    • Linked lists can be implemented using classes or structures to create nodes that hold data and references to other node...

  • Answered by AI
  • Q2. How do you reverse the digits of an integer in an optimal way?
  • Ans. 

    To reverse the digits of an integer, convert it to a string, reverse the string, and convert it back to an integer.

    • Convert the integer to a string

    • Reverse the string

    • Convert the reversed string back to an integer

  • Answered by AI
  • Q3. Tell me about yourself
  • Ans. 

    Experienced professional with a background in retail management and a passion for team leadership and customer service.

    • Over 5 years of experience in retail management

    • Strong leadership skills with a focus on team development

    • Customer service oriented with a track record of exceeding sales targets

    • Excellent communication and problem-solving abilities

  • Answered by AI
  • Q4. What are your strengths and weaknesses?
  • Ans. 

    My strengths include strong leadership skills and attention to detail. My weaknesses include a tendency to take on too much at once.

    • Strengths: strong leadership skills

    • Strengths: attention to detail

    • Weaknesses: tendency to take on too much at once

  • Answered by AI
  • Q5. How would you friends give you feedback and how would they describe you?
  • Ans. 

    My friends would describe me as approachable, reliable, and always willing to help.

    • Approachable - I am always there to listen and offer support to my friends.

    • Reliable - My friends know they can count on me to follow through on my commitments.

    • Willing to help - I am always ready to lend a hand or offer advice whenever my friends need it.

  • Answered by AI

Interview Preparation Tips

Round: Technical Interview
Tips: Stay confident. Revise data structures and algorithms, C++/Java

College Name: IIT Madras

Skills evaluated in this interview

I applied via Campus Placement and was interviewed in Dec 2016. There were 3 interview rounds.

Interview Questionnaire 

4 Questions

  • Q1. Oops concept!
  • Q2. Where do you see yourself in two years?
  • Ans. 

    In two years, I see myself excelling in my role as Assistant Manager, leading a team to success and contributing to the growth of the company.

    • Continuing to develop my leadership skills through training and mentorship programs

    • Taking on more responsibilities and projects to showcase my capabilities

    • Building strong relationships with my team members and colleagues to foster a positive work environment

    • Contributing innovativ...

  • Answered by AI
  • Q3. How good are you compared to the people waiting outside?
  • Ans. 

    I believe I am highly qualified for the position based on my experience, skills, and dedication to the role.

    • I have X years of experience in a similar role, which has equipped me with the necessary skills and knowledge to excel as an Assistant Manager.

    • I have a proven track record of successfully leading teams, implementing strategies, and achieving targets.

    • I am dedicated, hardworking, and always strive for excellence in...

  • Answered by AI
  • Q4. Why this job? Why not higher studies?
  • Ans. 

    I am passionate about gaining practical experience and contributing to a team, rather than pursuing further academic studies.

    • I believe that hands-on experience in a professional setting will provide me with valuable skills and knowledge.

    • I am eager to apply my academic learning in a real-world environment and make a tangible impact.

    • I see this job as an opportunity to grow professionally and develop leadership skills.

    • I a...

  • Answered by AI

Interview Preparation Tips

Round: Technical Interview
Experience: They didn't ask too many technical questions. The interviewer wanted to know if I was genuinely interested in the profile. That's all.
Tips: Stay calm. Don't get stuck up on any topic for too long. Make sure you talk enough. Make sure the interviewer feels that you're a perfect fit for the profile.

Round: HR Interview
Experience: It was mostly HR questions. They just wanted to make sure they're making a right choice in investing you, (long term). To see if you're flexible enough to get along with the team there.
Tips: Give your best. Don't stammer.

Skills: Team Player, Management Skills, Hardwork
College Name: IIT Madras

I applied via Campus Placement and was interviewed in Dec 2016. There were 3 interview rounds.

Interview Questionnaire 

4 Questions

  • Q1. Oops concept!
  • Q2. Where do you see yourself in two years?
  • Ans. 

    In two years, I see myself excelling in my role as Assistant Manager, leading a team to success and contributing to the growth of the company.

    • Continuing to develop my leadership skills through training and hands-on experience

    • Taking on more responsibilities and projects to showcase my capabilities

    • Building strong relationships with colleagues and higher management for career advancement opportunities

  • Answered by AI
  • Q3. How good are you compared to the people waiting outside?
  • Ans. 

    I believe I am well-equipped with the necessary skills and experience to excel in this role compared to the other candidates.

    • I have X years of experience in a similar role, giving me a strong foundation in management practices.

    • I have a proven track record of successfully leading teams and achieving targets.

    • I possess excellent communication and problem-solving skills, which are essential for this position.

    • I am constantl...

  • Answered by AI
  • Q4. Why this job? Why not higher studies?
  • Ans. 

    I chose this job because it aligns with my skills, interests, and career goals.

    • I have always been passionate about leadership and managing teams.

    • I enjoy the challenges and responsibilities that come with being an assistant manager.

    • This job offers opportunities for growth and advancement within the company.

    • I believe my skills and experience make me a strong fit for this role.

    • Higher studies can be pursued later while gai...

  • Answered by AI

Interview Preparation Tips

Round: Technical Interview
Experience: They didn't ask too many technical questions. The interviewer wanted to know if I was genuinely interested in the profile. That's all.
Tips: Stay calm. Don't get stuck up on any topic for too long. Make sure you talk enough. Make sure the interviewer feels that you're a perfect fit for the profile.

Round: HR Interview
Experience: It was mostly HR questions. They just wanted to make sure they're making a right choice in investing you, (long term). To see if you're flexible enough to get along with the team there.
Tips: Give your best. Don't stammer.

Skills: Management Skills, Team Player, Hardwork
College Name: IIT Madras
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FactSet Interview FAQs

How many rounds are there in FactSet Client Advisor interview?
FactSet interview process usually has 2 rounds. The most common rounds in the FactSet interview process are Resume Shortlist, Technical and Aptitude Test.
What are the top questions asked in FactSet Client Advisor interview?

Some of the top questions asked at the FactSet Client Advisor interview -

  1. Too much pressurizing the candidates and interviewers were so commanding and no...read more
  2. Core finance related questio...read more

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FactSet Client Advisor Interview Process

based on 4 interviews

Interview experience

4.8
  
Excellent
View more

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FactSet Client Advisor Salary
based on 38 salaries
₹4.8 L/yr - ₹8.5 L/yr
11% more than the average Client Advisor Salary in India
View more details

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based on 6 reviews

4.4/5

Rating in categories

3.8

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4.6

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4.5

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4.0

Company culture

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