Currently working in retail banking, got an interview lined up next week for an Client Service Associate position at an asset management OCIO company. What would be the best way to prepare? What are some things they would look for?

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It's probably going to be very behavioral. I worked in Ops at a big AM firm and the interview was pretty easy. I "investopedia'd" some of the technical terms that were in the job description and didn't even need most of that. As a client service associate, I imagine it will be very "customer service" centric questions and behavioral questions.

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Thank you for your insight!

I agree, it’s based on personality and if you will be a fit for the team. You can dm me for any questions you might have, I’ve been a client service associate for about 4 years.

What is your end goal/path? I started in retail banking as well so happy to offer advice if needed

My end goal is to become a fund manager. Currently working on CFA L1. What did your career path look like?

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