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      Vanguard

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      Client Relationship Specialist Interview

      30 Jun 2016
      Anonymous interview candidate
      Scottsdale, AZ

      Other Client Relationship Specialist interview reviews for Vanguard

      Client Relationship Specialist Interview

      23 Feb 2024
      Anonymous employee
      Charlotte, NC
      Accepted offer
      No offer
      Positive experience
      Difficult interview

      Application

      I applied through university. The process took 2 weeks. I interviewed at Vanguard (Scottsdale, AZ) in May 2016

      Interview

      vanguard had a webcast one day on working for vanguard which allowed you to talk with recruiters from vanguard -- this was a rapid interview...only consisted of 7 rapid minutes. After speaking with the recruiter, he asked for my resume then we scheduled a time to speak over the phone. Spoke with him for about 30 minutes exactly, he said he wanted to get me up to the Scottsdale location to have an in-person interview. I drove to Scottsdale, the first part consisted of a presentation given by a current Vanguard employee. the second half was the actual interview -- this consisted of two different parts: the first part was your standard interview, asking behavioral questions (very standard interview questions)...the second part was a role-playing exercise...this was by far the most difficult part...you are given a story of a girl who is calling vanguard with her investing questions...you are also given a second piece of paper that has vanguards policies and procedures on investing...you are then given 15 minutes alone to read both the story AND the page that has vanguards policies and procedures...then two interviewers come in and pretend they are the girl in the story and you are the vanguard representative. Basically, what it comes down to is you have to give the girl the correct information on the questions she is asking having read the vanguard policies and procedures..to make matters more difficult they ALSO throw 2 different things at you..these are: the girl is very short on time and in a hurry AND her mom just died....this is obviously (my guess) intended to see if you treat the situation with compassion and empathy...

      Interview questions [1]

      Question 1

      Read this fake scenario of a girl calling about questions on her investing account, AND read this paper with our policies and procedures and pretend you are the vanguard employee talking to this girl (they also tell you the girls mom died and she is short on time)
      Answer question
      1
      Positive experience
      Easy interview

      Application

      I interviewed at Vanguard (Charlotte, NC)

      Interview

      Interview was good, Interviewer provided alot of information containing to the job description and the benefits. They provided STAR example questions to get a better understanding of who I was and what I can possibly offer to the environment

      Interview questions [1]

      Question 1

      What do you know about Vanguard ?
      Answer question

      Client Relationship Specialist Interview

      22 Aug 2021
      Anonymous employee
      Charlotte, NC
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 1 week. I interviewed at Vanguard (Charlotte, NC) in Aug 2021

      Interview

      The interview was a two step process, the phone screen was about 15 mins and they were mainly looking for clarity of your voice and if you are articulate. The virtual 1-on-1 interview was fairly easy, about 6 STAR-based questions regarding customer service, communication skills, and learning agility.

      Interview questions [1]

      Question 1

      Tell me about a recent time where you had to develop rapport and maintain a relationship with a client or customer?
      Answer question
      1

      Client Relationship Specialist Interview

      2 Apr 2021
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Vanguard

      Interview

      Role playing situation. Simulated call between customer and you in the role. Asked about interest in role and background. What would make you succeed. Interviewer observed how you handle a phone call

      Interview questions [1]

      Question 1

      How would you greet someone on the phone
      Answer question