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      Client Relationship Specialist Interview

      May 18, 2016
      Anonymous Interview Candidate
      Scottsdale, AZ
      No offer
      Neutral experience
      Difficult interview

      Application

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

      Interview

      Brief 30 minute phone interview with a recruiter, basic questions about why you want to work for Vanguard, know about ETF's and mutual funds, and they ask about 3 behavioral questions. If you do decent enough on this, you're invited to an interview at their campus. That interview lasts 4 hours. 1 hour about company benefits and culture, 1 hour of behavioral questions, 1 hour spent on a case study, 1 hour taking a test on your financial knowledge that doesn't affect your interview. The case was easy in my opinion, they try to help you find the biggest problems in the case. Just pay close attention and underline all the important stuff and write it on the bottom of the page. You do a mock phone call at the end of the case, just build some rapport, show empathy, and give a solution to the problem at hand. The solution does not have to be right, just as long as you show your reasoning getting to the solution. The interviewer that did my behavioral questions seemed distracted, uninterested in our interview. I had a sense he had made up his mind about me even before we really started to talk. He grilled me, I followed STAR format and he would tell me to get even more specific, or ask me if I could think of another situation. He even asked me how one of my situations would possibly relate to one I might run into at Vanguard. I tried to develop all of my answers and close my interview questions, but it almost seemed like he was making sure I didn't do well. In every interview I've ever had I ask at the end "is there any reason you wouldn't hire, any hesitations you have about me," and have always gotten an answer so I can address the hesitations. My interviewer said that he wasn't allowed to discuss that with me... Seemed strange to me. They're looking for a specific type of person for this position, you either fit it or you don't. They will be able to tell from the get go. My biggest advice is come up with scenarios where a manager was really upset with you or a client was enraged with you and how you handled it and made it into a positive situation. Be the most enthusiastic person you can that day.

      Interview questions [1]

      Question 1

      Tell me a time when you had to adapt to something at a job in a short amount of time, how did you do it? Tell me about a time you ran into a problem but could not consult anyone for the solution, how did you make the decision on your own? Would you recommend a mutual fund or ETF to someone who wanted to invest a large sum of money and has an already established portfolio? Tell me about a time you went above and beyond for a client.
      Answer question

      Other Client Relationship Specialist Interview Reviews for Vanguard

      Client Relationship Specialist Interview

      Feb 23, 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

      Aug 22, 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

      Apr 2, 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