I applied through a recruiter. The process took 4 weeks. I interviewed at Vanguard in Feb 2014
Interview
Typical behavioral questions for the most part. However I was asked a few specific questions such as what's the difference between stocks and bonds, as well as what I knew about the different kinds of certification exams (i.e. Series 7, Series 63 etc.). Overall, the the woman I interviewed with was easy to talk to and seemed interested in what I had to say.
Interview questions [1]
Question 1
"How do you build rapport with clients?" - tough question if you don't have the experience
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
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?
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