Standard interview make sure you show actual interest in helping people get the best for their investing goals. This means when someone calls for a simple login or password reset issue you go through their accounts and ask questions to get them to open up about what their goals are and how they’re doing and if you notice for example they are down 30% in an investment you mention this and offer added value like did you know we have these options that can help turn this around? Your goal is to show in the interview that besides the initial reason for the clients call you care to add additional value to them and they leave the call feeling like wow, it’s a good thing I called for that little issue because I ended up learning and solving a few other problems i hadn’t noticed.

First phone interview with Magly was amazing. I already knew this would be an amazing company to work for, but she made it to where I had to work here. She is so personable and sweet, it was great interviewing with her. The next interview with JD and John was also eye opening. Their personalities shined throughout our interview.