Vanguard Interview Questions in Charlotte, NC

Updated Apr 21, 2015
54 Interview Reviews

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  1. Helpful (1)  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate in Charlotte, NC
    Accepted Offer
    Positive Experience
    Average Interview
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeksinterviewed at Vanguard (Charlotte, NC) in April 2015.

    Interview

    Phone interview followed by an in person interview. The in person was 4 parts. 1st was a presentation about Vanguard. 2nd and 3rd were the one on one interviews. One was a case study and then a role play off of the case study. The other was your typical interview going over your resume and experience as well as STAR based behavioral questions. Also they asked about current market trends. 4th was a presentation of benefits and a campus tour. After that you were free to go. It went from 7:45 a.m. to 12:00 p.m.

    Interview Questions

    • What interests you most about what is going on in the current financial markets?   Answer Question
  2. Helpful (4)  

    Client Relationship Specialist Interview

    Anonymous Employee in Charlotte, NC
    Declined Offer
    Positive Experience
    Average Interview
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 2+ monthsinterviewed at Vanguard (Charlotte, NC) in September 2014.

    Interview

    First interview is a phone interview with a recruiter. The recruiter asks 3-4 behavioral questions that you must respond to in the STAR format. Also asks questions about if you stay up to date on the latest news in finance, and what sources of information do you use. At the end of the phone interview, the recruiter will invite you to one of their locations for an on-site interview. The onsite interview is a long day. The day begins with a session from HR on the values of the company and why you should work at Vanguard. You then have a 1-1 interview with someone usually in the same position you will be working in. This interview consisted of more Tell Me About a Time Questions. The next interview is a case study. You are give 15 minutes to prepare a response. The case study involves how to solve an issue for a client 15 minutes before you are about to leave for the day. There is no right or wrong answer, but the interviewer expects you to show that you have applied critical thinking to solve the problem. The last interview is a 1-1 mock phone call. The interviewer expects you to be able to solve the issue, cross-sell any other products, and show empathy. 2 weeks after the interview, someone from HR will contact you to let you know if you have received an offer.

    Interview Questions

    • Tell me about a time when you had to make a decision without all of the necessary information.   Answer Question

    Reasons for Declining

    The offer was for $40,000 with a $3500 dollar signing bonus. If you accept the signing bonus, you are required to work for the company for a minimum of one year. If you quit or are fired within that one year period, you have to repay the full amount of the signing bonus. I declined the offer because I was opposed to being on the phone for 7.5 hours a day and having to meet certain requirements for each call.

  3.  

    Client Relationship Specialist Interview

    Anonymous Employee in Charlotte, NC
    No Offer
    Neutral Experience
    Average Interview
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 2 weeksinterviewed at Vanguard (Charlotte, NC).

    Interview

    Applied for the job online and received an email to set up phone interview. A couple days after the phone interview I was scheduled for in person interview which consisted of 3 interviews and small case study. Questions and case study were as expected, very straightforward.

    Interview Questions

    • STAR format situational and behavioral questions. Give me an example of a time where you had to be very flexible to achieve something.   Answer Question
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  5.  

    Client Relationship Specialist Interview

    Anonymous Employee in Charlotte, NC
    No Offer
    Neutral Experience
    Average Interview
    No Offer
    Neutral Experience
    Average Interview

    Application

    The process took 3 weeksinterviewed at Vanguard (Charlotte, NC) in September 2014.

    Interview

    First interview was in person on campus, 45 minutes of mainly behavioral questions. After that was invited to the on campus for a half day of interviews. Consisted of one hour of behavioral questions and a one hour case study. Case study involved role playing and problem solving.

    Interview Questions

    • Case study was the most difficult part of the on campus interview   Answer Question
  6.  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate in Charlotte, NC
    Accepted Offer
    Difficult Interview
    Accepted Offer
    Difficult Interview

    Application

    I applied through an employee referral – interviewed at Vanguard (Charlotte, NC) in July 2014.

    Interview

    HR phone interview was pretty straight forward. Know a recent happening in the industry, what's a stock, bond, eft. What do you know about Vanguard and what makes them different. In person interview is lengthy and thorough. Behavioral questions. Give a time when: Complex problem to resolve, most successful sales experience, made a decision without all info, difficult time with peer or colleague, unhappy customer, you got coaching or feedback and helped a customer define their needs v wants. Be familiar with the 5 divisions in this department too. Finally business dress is a must so get suited up!

    Interview Questions

  7. Helpful (9)  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate in Charlotte, NC
    Accepted Offer
    Difficult Interview
    Accepted Offer
    Difficult Interview

    Application

    I applied online – interviewed at Vanguard (Charlotte, NC).

    Interview

    They will schedule a phone interview first. They will ask you "what is a bond,eft, mutual fund?" "What are vanguard values?" "What makes vanguard different?" "How do you build rapport with clients" "what's going on in the financial news today?" "How do you keep up with the financial news/ what kind of financial literacy do you read?". If you do good, then they will call you in for an in person interview. There is 2 parts and it will last 4 hours. 1 part is the behavioral questions part. BEWARE. Vanguard likes the STAR FORMAT. Make sure you plan out what you are going to say. Next part is the mock phone call. They will give you a scenario can leave out of the room for 15 minutes. PLEASE MAKE SURE YOU SHOW EMPATHY. They want to know that you can be diplomatic to an upset client or even a happy client. Normally it takes about 1 wk until they let you know if they want to hire you or not.

    Interview Questions

    • How do you build rapport with a client.   1 Answer

    Negotiation

    There is no negotiation. It pays $40,000 for the client relationship specialist position.

  8.  

    Retail Sales Associate Interview

    Anonymous Employee in Charlotte, NC
    No Offer
    Neutral Experience
    Average Interview
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied through an employee referral. The process took a dayinterviewed at Vanguard (Charlotte, NC).

    Interview

    Applied online using a friend that worked there as a recommendation. They called me and invited me for an interview in the Charlotte office and then I had 3 rounds of interviews. They basically bring in a stack of papers with behavioral questions that are directed towards sales and dealing with customers over the phone. It was less conversational and more of her writing down my answers without looking at me, expecting STAR answers. They also threw in a case in one of the interviews and I had to complete it in 10-15 minutes.

    Interview Questions

    • If a client asked you something you didn't know, what would you do?   Answer Question
  9.  

    VADP Interview

    Anonymous Employee in Charlotte, NC
    No Offer
    Positive Experience
    Average Interview
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 4+ weeksinterviewed at Vanguard (Charlotte, NC).

    Interview

    One 15-30 minute initial phone call, then asked to come to office, travel expenses are comped. At office by 7:30 am till 2 or 3pm. Starts with info about Vanguard, then breaks into 2 interviews, each with different interviewer, 3rd interview contains role play, then lunch, followed by brief overview of benefits. Pay is discussed during offering phone call. Email if not hired.

    Interview Questions

    • Role Play: You are a college student, preparing for a career fair, and the person in charge, a senior has stopped working on its preparation. You must try to get him to agree to fulfill his promises.   1 Answer
  10. Helpful (2)  

    Client Relationship Specialist Interview

    Anonymous Employee in Charlotte, NC
    No Offer
    Neutral Experience
    Average Interview
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 3 weeksinterviewed at Vanguard (Charlotte, NC) in February 2014.

    Interview

    Applied through LinkedIn. Got an email from a recruiter to set up a phone interview. Had the phone interview the following week and was asked general interview questions, nothing too intense. Although do be prepared to have a salary in mind-he asked me what amount I thought would be fair for the position. At the end of the phone interview, he invited me out to Charlotte, NC for an in person final interview the following week. Went for the final interview, was nervous at first but once I got there everyone was really friendly and my nerves went away. First part is a presentation, then you all split up for your first 1hr interview which is behavioral based questions. They want you to answer in STAR format. There were a lot more questions than I had anticipated but I answered them all without hesitation--so study questions and know the company and you'll be fine. The second 1hr interview was two part-case study and a role play. The case study was pretty straight forward and easy. The role playing was kind of awkward but wasn't too bad. Overall, the interview wasn't bad just be prepared because they are very thorough. I honestly do not know why I did not get the offer, I thought the interview went quite well.

    Interview Questions

    • Know financial terminology. Stocks, bonds, ETF's, mutual funds, index funds, positives and negatives of each. Be able to apply these terms to situational questions.   Answer Question
  11.  

    Client Relationship Specialist Interview

    Anonymous Employee in Charlotte, NC
    Declined Offer
    Positive Experience
    Easy Interview
    Declined Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 3 weeksinterviewed at Vanguard (Charlotte, NC) in February 2014.

    Interview

    The interview process consisted of a thirty minute phone interview and an on-site interview the following week. The on-site interview consisted of two one-on-one interviews: the first being a behavioral interview and the second being a case study that involved role-playing a client call. Overall, a fairly easy interview that presented few issues and surprises - just make sure you are familiar with the STAR format for questions.

    Interview Questions

    • The role-playing caught me a little off guard, but again, it is fairly straightforward. During the phone interview process, friends I knew interviewing for the job claimed to have been given technical questions asking to describe the different types of financial instruments in the market and to go into detail describing the functions of a mutual fund. This largely depends on your interviewer since mine did no such thing.   Answer Question

    Reasons for Declining

    I wanted to seek other opportunities.

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