Vanguard

  www.vanguard.com
Work in HR? Unlock Free Profile

Vanguard Client Relations Associate Interview Questions & Reviews

Updated Jun 19, 2014
All Interviews Received Offers

Getting an Interview  

51%
32%
11%

Interview Experience  

57%
26%
15%

Interview Difficulty  

Average Difficulty
24 candidate interviews Back to all interview questions
Relevance Date Difficulty

No Offer

Negative Experience

Average Interview

Client Relations Associate Interview

Client Relations Associate
Phoenix, AZ

I applied through college or university and the process took 2 weeks - interviewed at Vanguard in January 2013.

Interview Details – The interview process is really just to determine how well you can drink the Vanguard kool-aid. You have the standard star behavioral questions, a case study, etc. The day is usually structured as a lengthy introduction to the company, which can be really boring for a corporate orientation.

Interview Question – Who are you?   Answer Question


Accepted Offer

Neutral Experience

Client Relations Associate Interview

Client Relations Associate

I applied through an employee referral and the process took 3 weeks - interviewed at Vanguard.

Interview Details – Phone interview, then in office interview with two managers. STAR questions- situation, task, action, result- the whole time- behavior based questions. Come prepared, bring your resume, wear conservative clothing. I did a case study- basically the answer is the client is always right but do what you need to do to follow the rules.

Interview Question – Tell us everything you know about Vanguard. Do you follow the market?   Answer Question


Accepted Offer

Neutral Experience

Easy Interview

Client Relations Associate Interview

Client Relations Associate
Scottsdale, AZ

I applied through college or university - interviewed at Vanguard in March 2013.

Interview Details – Initially had a phone interview with HR that contained basic behavorial questions. Invited in for a half-day and interviewed with 2 different managers. They asked both behavorial and technical questions and they also ended with a case question.

Interview Question – The case included customer service scenarios where there may have been time sensitive issues involved. They wanted to see what you found to be most important in these situations and then the steps you would take to resolve these issues.   Answer Question


No Offer

Neutral Experience

Average Interview

Client Relations Associate Interview

Client Relations Associate

Interviewed at Vanguard

Interview Details – Contacted through school career office. Scheduled a phone interview with HR for the next week. The interview was pretty straightforward behavioral questions, make sure to know all about mutual funds, etfs, series 7 exam, etc.

Interview Question – What's a current economic issue you've been following?   View Answer


Accepted Offer

Positive Experience

Difficult Interview

Client Relations Associate Interview

Client Relations Associate
Valley Forge, PA

I applied through college or university and the process took 2 weeks - interviewed at Vanguard in October 2012.

Interview Details – STAR format

Interview Question – Most challenging situation you have encountered   Answer Question


2 people found this helpful

Accepted Offer

Neutral Experience

Easy Interview

Client Relations Associate Interview

Client Relations Associate

I applied online and the process took 4+ weeks - interviewed at Vanguard.

Interview Details – Very easy interview process. The process was only one round, and they asked generic questions about the firm, why do you want to work at Vanguard, and what type of financial knowledge do you have. I met with two different people, separately, and they both asked questions along the same line. I has several behavioral questions, focusing on dedication to the job and customer service.

Interview Question – A behavioral based question: What would you do if it's 5:00PM on a Friday, you're getting ready to leave for the a weekend trip with your friends, and a client calls requesting help with a very complicated issue that will surely cause you to miss your ride with your friends. How would you handle their issue?   Answer Question

Negotiation Details – Vanguard does not negotiate salaries for this position. I accepted the offer and wish I hadn't. It's essentially a call-center, where you'll field 60 - 100 calls per day.


No Offer

Positive Experience

Easy Interview

Client Relations Associate Interview

Client Relations Associate
Charlotte, NC

I applied online and the process took 3 days - interviewed at Vanguard in January 2014.

Interview Details – For the Phone interview there were mostly behavior questions and Emphasis on having a 3.0 or better Gpa.

Interview Question – I actually told them I didn't have the 3.0 so interview ended right there.   Answer Question


Accepted Offer

Positive Experience

Easy Interview

Client Relations Associate Interview

Client Relations Associate
Malvern, PA

I applied online and the process took 2 weeks - interviewed at Vanguard in March 2012.

Interview Details – Candidates are reached out to by a phone call. You are asked to come in to the Malvern office for two interviews and a group presentation about the company. I did not find the interviews stressful. On the whole, the interviewers are pleasant people who simply want to get to know you. They want to know you personality and how you present yourself. They want highly competent people to speak with their clients. You should highly prepare yourself in knowing the Vanguard story and principles. Be prepared for STAR format questions and to talk about yourself.

Interview Question – Tell me about a time you faced a challenge and how did you overcome it?   Answer Question

Negotiation Details – Salaries at Vanguard are not negotiable. There are, however, many opportunities for indirect compensation such as pursuing professional designations or receiving a comfortable amount of paid time off.


Accepted Offer

Neutral Experience

Client Relations Associate Interview

Client Relations Associate

Interviewed at Vanguard

Interview Details – STAR based questions, just be ready to tell good stories from your past experiences

Negotiation Details – No negotiation


2 people found this helpful

Accepted Offer

Positive Experience

Average Interview

Client Relations Associate Interview

Client Relations Associate
Charlotte, NC

I applied online - interviewed at Vanguard in August 2010.

Interview Details – I have been working at Vanguard for almost 3 years. The interview process is based heavily on STAR and behavioral-based questions. This is the method that the company uses for their internal hiring as well.

Interview Question – The most challenging perhaps is to be prepared to analyze a case study and discuss. Also, you may want to be familiar with market trends, resources, and have examples prepared in advanced to demonstrate your answers.   Answer Question

Negotiation Details – When you come a board as a CRA there is no negotiation in salary because it is set across all three sites. You will receive increases upon passing the FINRA exams and being promoted to B -level. Those who already have their licenses will receive higher starting pay. Beware that pay raises are minimum no matter your stats, and your best bet is to have other sources of income to survive until you get to at least a C level position, Unfortunately, partnership is what most look forward to and that is a variable based upon the mutual fund's performance and varies yearly.

Worked for Vanguard? Contribute to the Community!

The difficulty rating is the average interview difficulty rating across all interview candidates.

The interview experience is the percentage of all interview candidates that said their interview experience was positive, neutral, or negative.

Your response will be removed from the review – this cannot be undone.