I applied through college or university. The process took 3 weeks. I interviewed at Vanguard (Charlotte, NC) in May 2015
Interview
The first interview is basic phone interview to see if you have basic finance knowledge of the markets, investment types such as what is a mutual fund, ETF, CD, etc. They will ask a couple of STAR based interview questions. The phone interview is very laid back. If you make it past the phone interview they will invite you on campus for a final interview. The interview is broken up into four parts. First, you will come in with other candidates and go through a presentation about Vanguard and its company culture and history. Second, you will go into a 1 on 1 interview where they will ask you about prior experience again using the STAR model or behavioral based questions, this is an hour long interview. Third, you will do a case study to see how you will handle a client, its not as important on whether you give a correct response or not, but much more heavily based up your CRM skills. Keep the client's interest first, show empathy, and just be personable. Be humble when asked about your performance on the case study. Finally, the best part of the day is a presentation on Vanguards benefit package. It can take a week or two to receive an offer for the job after the interview is complete.
Interview questions [1]
Question 1
Can you tell me about a time where you had to deal with angry client? if so, what did you do to calm the client and resolve the issue.
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