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      Merrill

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      Moody's
      3.7★Compensation and benefits

      Wealth Management Client Associate Interview

      29 Aug 2025
      Anonymous employee
      San Francisco, CA
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 2 months. I interviewed at Merrill (San Francisco, CA) in June 2024

      Interview

      There was a Hirevue, then a superday with two back to back interviews. It was strictly behavioral, super relaxed. Mainly wanted to know why I wanted to work in wealth management.

      Interview questions [1]

      Question 1

      Why do you want to work in wealth management?
      Answer question

      Other Wealth Management Client Associate interview reviews for Merrill

      Wealth Management Client Associate Interview

      16 Apr 2025
      Anonymous interview candidate
      Wilson, NC
      No offer
      Neutral experience
      Average interview

      Application

      I interviewed at Merrill (Wilson, NC)

      Interview

      Interview experience itself was fine however, the follow up process was very exhausting. I was supposed to get an update within two weeks of the interview (which never came through) and after a month of waiting, when I reached out they mentioned the position was filled. The interview was typically about introducing myself, chatting and getting to know the team and I was confident enough that my answers were clear and precise (those were basic questions about my experience so I would know). However, I understand I might not be a good fit. But not following up or informing that I’ve been rejected has been unpleasant.

      Interview questions [1]

      Question 1

      Tell me about yourself, introduce yourself, speak about your experiences.
      Answer question

      Wealth Management Client Associate Interview

      30 Oct 2024
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 3 weeks. I interviewed at Merrill in Oct 2024

      Interview

      2 rounds of interviews 1st on a 30 minute zoom call with more behavioral/situational questions 2nd was in person and met with the team; more just a walk through of my resume

      Interview questions [1]

      Question 1

      Discuss a time you dealt with a difficult customer.
      Answer question

      Wealth Management Client Associate Interview

      25 July 2024
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Merrill

      Interview

      The entry level interview process includes a 3 or 4 calls with people from the team you would join. Questions are mostly behavioral especially at entry level. Everyone was really nice. All was over the phone or on zoom.

      Interview questions [1]

      Question 1

      What are my strengths and weaknesses?
      Answer question

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