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      Vanguard

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      Client Relationship Specialist Interview

      26 Feb 2018
      Anonymous employee
      Scottsdale, AZ
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Vanguard (Scottsdale, AZ) in Nov 2017

      Interview

      Very straightforward interview process. You should know a few basic finance terms, but they are mostly just going to ask you a bunch of behavioral questions. There was a phone interview first, and then I was invited to interview at the Scottsdale location a week later. The in-person interview was cake - you take a tour of the building, complete a case study regarding an "issue" with a phone call, and then you sit with 2-3 different upper-level employees who discuss your case study answers with you and ask about career goals/more personal questions. Honestly just be yourself and go prepared with questions about the job. I got the call back literally 3 days later that I was hired. Getting the job is easy - you should be more nervous for the licensing exams that you need to pass to keep the job!

      Interview questions [1]

      Question 1

      What is the difference between a stock and a bond? What is a mutual fund? What is an ETF? Where do you see yourself in 10 years?
      Answer question

      Other Client Relationship Specialist interview reviews for Vanguard

      Client Relationship Specialist Interview

      23 Feb 2024
      Anonymous employee
      Charlotte, NC
      Accepted offer
      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