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      Mercer Advisors

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      Client Associate Interview

      7 Jul 2017
      Anonymous employee
      San Francisco, CA

      Other Client Associate interview reviews for Mercer Advisors

      Client Associate Interview

      13 Oct 2018
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied through university. The process took 3 weeks. I interviewed at Mercer Advisors

      Interview

      The process is very easy. I first had a phone interview with a recruiter and they just ask basic questions about your background. Then, I had a phone interview with one of the managers at the office and again, all of the questions were behavioral. After that, I had an in person interview with several members of the team at the office location. There is a very brief skills test where you put in some excel numbers and then write a letter to a client. It is very easy and you don't need to worry about the skills test. There are no technical questions.

      Interview questions [1]

      Question 1

      Why do you want to go into financial planning?
      Answer question
      1
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied online. I interviewed at Mercer Advisors (San Francisco, CA) in Jul 2016

      Interview

      Started with a phone screening with the company recruiter. Then due to summer vacations the process skipped around a bit. Skype interview with the Managing Director followed by an interview in the office with the Branch Manager and then 2 advisors and an associate. During office interview there was also a skills test. This interview was followed by a skype interview with the Regional Operations Manager.

      Interview questions [1]

      Question 1

      How I would handle a fast paced busy office environment?
      Answer question
      1

      Client Associate Interview

      11 Jan 2016
      Anonymous interview candidate
      Bellevue, WA
      No offer
      Neutral experience
      Easy interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Mercer Advisors (Bellevue, WA) in Dec 2015

      Interview

      I applied online and they called me back in 2 days. Had phone screen with recruiter then in person with all 3 people that work in the office. After you leave the office the district manager calls to speak with you. Great for getting out of college job.

      Interview questions [1]

      Question 1

      What are your future goals?
      Answer question
      1