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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 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 appeared for an interview 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 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.

Interview questions from similar companies

I applied via Referral and was interviewed before Feb 2021. There was 1 interview round.

Round 1 - HR 

(7 Questions)

  • Q1. What are your salary expectations?
  • Q2. What is your family background?
  • Q3. Share details of your previous job.
  • Q4. Why should we hire you?
  • Q5. Why are you looking for a change?
  • Q6. What are your strengths and weaknesses?
  • Q7. Tell me about yourself.

Interview Preparation Tips

Interview preparation tips for other job seekers - Mothilal Oswal...is one of Best Oraganistion...

I applied via Naukri.com and was interviewed before Jun 2020. There were 4 interview rounds.

Interview Questionnaire 

5 Questions

  • Q1. Describe a project which you consider your best work and explain approach behind your rationale and assumptions
  • Q2. What could have been other approaches to do same job
  • Ans. 

    Other approaches to the same job could include automation, outsourcing, or reorganizing the team.

    • Automation: Implementing technology to streamline processes and reduce manual labor.

    • Outsourcing: Hiring a third-party company to handle certain tasks or responsibilities.

    • Reorganizing the team: Restructuring roles and responsibilities to optimize efficiency and productivity.

    • Example: Automating inventory management to reduce ...

  • Answered by AI
  • Q3. ML gradient boosting algorithm related questions
  • Q4. Logistic regression related questions
  • Q5. Banking products knowledge was checked.... Like transactor, revolver, defaulter etc

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare CV thoroughly, have good understanding of algorithms and analytical approaches taken by you. Strengths weakness, why HSBC, why switch to banking domain. Be prepared for logical thinking based questions during round with senior mgmt. Prepare convincing answers and be smart in tackling difficult questions. Don't beat around the bush if you don't know something or you forgot. Be ready with things you would need to explain a project, keep numbers handy. Last but not the least don't fake your experience.

I applied via Recruitment Consulltant and was interviewed before Mar 2021. There were 3 interview rounds.

Round 1 - Case Study 

Need to know about Process knowledge

Round 2 - One-on-one 

(1 Question)

  • Q1. Need to know about Technical aspects
Round 3 - HR 

(1 Question)

  • Q1. Salary Discussion and Background verification

Interview Preparation Tips

Interview preparation tips for other job seekers - It’s not Citi bank completely accomplished by TCS mind

Interview Questionnaire 

1 Question

  • Q1. Question regarding SQL basic

I applied via Recruitment Consulltant and was interviewed before Feb 2021. There were 4 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 tips
Round 2 - One-on-one 

(1 Question)

  • Q1. Profile based /process related
Round 3 - One-on-one 

(1 Question)

  • Q1. Profile based/Process related
Round 4 - HR 

(4 Questions)

  • Q1. What are your salary expectations?
  • Q2. Why should we hire you?
  • Q3. Why are you looking for a change?
  • Q4. Compensation negotiation

Interview Preparation Tips

Interview preparation tips for other job seekers - Sodexo/insurance/transport are on top of ctc

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

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

Tell us how to improve this page.

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 41 salaries
₹3.2 L/yr - ₹8.5 L/yr
11% more than the average Client Advisor Salary in India
View more details

FactSet Client Advisor Reviews and Ratings

based on 6 reviews

4.4/5

Rating in categories

3.8

Skill development

4.6

Work-life balance

4.5

Salary

4.4

Job security

4.0

Company culture

4.0

Promotions

4.1

Work satisfaction

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