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      Stifel Financial

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      Client Service Associate Interview

      24 Sept 2023
      Anonymous interview candidate
      Boise, ID
      No offer
      Negative experience
      Easy interview

      Application

      I applied online. The process took 2 months. I interviewed at Stifel Financial (Boise, ID) in May 2023

      Interview

      I applied and a month later, received an email requesting an interview in June 2023. The interview itself was fairly easy with the manager saying several times during the course of it that he liked my experience and that I was one of two people being interviewed for the job. He said he'd like to have one of his employees speak with me as well so he'd call for a second interview soon. He walked me to the front desk and, again, reiterated he'd be calling soon for an interview. Three more times after that we spoke via telephone and email, with him saying he'd be calling soon to set up a second interview. I never heard back after that. I thought it was very rude and extremely unprofessional of him to lead me on and waste my time. I would not recommend working for this company.

      Interview questions [1]

      Question 1

      What made you decide to apply for this job?
      Answer question

      Other Client Service Associate interview reviews for Stifel Financial

      Client Service Associate Interview

      27 Mar 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through an employee referral. I interviewed at Stifel Financial

      Interview

      One phone interview with HR at headquarters and then one in office interview. Phone interview was very easy, mostly background questions. In office was more in depth, with questions like why do you want to be here?

      Interview questions [1]

      Question 1

      Where do you see yourself in 5 years here?
      Answer question

      Client Service Associate Interview

      27 Oct 2023
      Anonymous employee
      New York, NY
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 3 weeks. I interviewed at Stifel Financial (New York, NY)

      Interview

      There were four total interviews. The first was semi-formal—behavioral interview questions. Second was with the advisor I would work with. Third was with the team. Fourth was with a manager I would report to. All interviews were personality-heavy. I was still nervous.

      Interview questions [1]

      Question 1

      Go through your resume with me. Why do you want to work in client services? What is your client service experience like?
      Answer question

      Client Service Associate Interview

      15 Aug 2023
      Anonymous interview candidate
      Tacoma, WA
      No offer
      Negative experience
      Easy interview

      Application

      I applied online. The process took 3 weeks. I interviewed at Stifel Financial (Tacoma, WA) in Jul 2023

      Interview

      Phone interview first, then Zoom for the second. Easy questions, mostly conversational. Was scheduled for an in-person interview but they cancelled the day before saying they went with another candidate.

      Interview questions [1]

      Question 1

      What did you focus on in college?
      Answer question

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