This was an interview for a Customer Service Representative position at the Charlotte area facility, which entails responding to Financial Advisors issues with their accounts, transactions, and possibly some information regarding how to use the application. You should expect the standard interview questions, regarding what makes customer service important, and how your background and skills match the function. Expect competent interviewers, focused on relatively open ended questions, to be related to your resume and experience. You should focus on people handling skills, ability to remain calm and helpful in the face of upset clients dealing with high value transactions. Attention to detail will also be asked. You'll want to know your best and worst experiences in working as a CSR, and explain their handling. Places not to go. Other experiences and job functions. Just personally, I think they want people that will stick with the position, and are not interested in more than a level or two of advancement. Mind you, this could be the people and managers specifically, so YMMV. I'm a technical support analyst, and they didn't seem to find the handling of that kind of environment and my experience, compatible. If you have any call center experience, you should do fine in the interview, by staying focused on their task. Do your homework on the company, look at some of the advisor sites, just to get an idea as to who will be calling.