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      Vanguard

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      Client Relationship Specialist Interview

      11 Jan 2018
      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
      Declined offer
      Positive experience
      Easy interview

      Application

      I applied through a recruiter. The process took 4 weeks. I interviewed at Vanguard (Scottsdale, AZ) in Dec 2017

      Interview

      I talked to an employee at a career fair and gave them my resume. A couple months later I received an email to set up a phone interview. The phone interview was around 45 minutes (behavioral questions dealing with working with clients and group projects, etc.) and at the end they invited to me to an in-person interview (they pay for flight, hotel and meals). The in-person interview was with 20-30 other candidates. They gave us a tour and overview of benefits and the different divisions. Then I had to do a case study and role-play it to an employee. Make sure you pay attention to detail. Then they just ask behavioral questions. Two weeks after they called and gave me a job offer. I'm pretty sure they give almost everyone an offer. I declined because they pay significantly low and all you do is answer phones all day long and learn no real technical/analytical finance skills.

      Interview questions [3]

      Question 1

      Tell me a time when... (dealt with a difficult customer, worked in a team, etc.)
      1 Answer

      Question 2

      Role Play Situation: Help customer with accounts. (They give you tons of time to prepare)
      Answer question

      Question 3

      Ask questions about your past work experience and school.
      Answer question
      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