At Fisher Investments, we expect our advisors to be available to speak with clients in person, over the phone and through email. What are your experiences in working with clients through different communication methods?
Customer interaction is the name of the game at Fisher Investments as they rely on excellent customer to service to retain and grow their client base in a cutthroat market. For this question, your interviewer is looking to get a sense of how you use your communication skills to your advantage in your work and how those skills will benefit Fisher Investments. As you answer and talk about your experiences in communication methods, try to show that you thrive on client interactions and have the ability to be both persuasive and trusted with those interactions.
"Looking back on my career, I can honestly say that success as an Advisor is really due to my passion for finance and my desire for interactions with other people. Being a people person at heart, I love working with clients in any way possible. My communication style with clients is to get to personally know them so I can relate my advising to them personally. While I definitely prefer to interact with my clients face-to-face, I do have a lot of experience communicating both over the phone and email as well. If hired for this position, you'll see very quickly that I have excellent writing skills."
