Vanguard Client Relationship Specialist Interview Questions

Updated Oct 19, 2014
Updated Oct 19, 2014
81 Interview Reviews

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Client Relationship Specialist Interview

Anonymous Interview Candidate
Anonymous Interview Candidate
Application Details

I applied through college or university. The process took 3 weeksinterviewed at Vanguard.

Interview Details

Applied through university. Was scheduled a one on one interview on campus which was behavioral based. Asked specifically what an ETF, Bond, Stock, and Mutual Fund are.

Was called back within a week to schedule an onsite interview. The second interview consisted of a case study and role play. The case study was fairly easy, they just want to know that the customer is your first priority. The role play was a mock phone call with a customer who did not know what to do with her investments, and you had to guide her in a direction based on her concerns.

Interview Questions
  • what type of investment should a person make based on risk   Answer Question
No Offer
Positive Experience
Average Interview

Other Interview Reviews for Vanguard

  1.  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Had an initial phone interview with an HR representative. Discussed my skills and interests as well as job tasks. I was expecting a more technical and less sales oriented role.

    Interview Questions
    No Offer
  2.  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    The process took 4 weeksinterviewed at Vanguard.

    Interview Details

    Very thorough process study all glassdoor questions and for roleplay make sure you show EMPATHY, they will give you a scenario where the client is pregnant or has a loss in the family and they expect you to address it

    Interview Questions
    • Tell me a time you had to build a relationship with a client?   Answer Question
    No Offer
    Positive Experience
  3.  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate in Scottsdale, AZ
    Anonymous Interview Candidate in Scottsdale, AZ
    Application Details

    I applied through an employee referral. The process took 4 weeksinterviewed at Vanguard in October 2014.

    Interview Details

    Great relationship built with recruiter and enjoyable process. Group interview over 4 hours which includes one-on-one interview, case study, and quick role play. Detailed overview on company and benefits too. Questions typical, but really looking for firm examples.

    Interview Questions
    • Give me an example when you had to re prioritize your tasks and how did you figure out/rate tasks in order of importance?   Answer Question
    Declined Offer
    Positive Experience
    Easy Interview
  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review
  5.  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through college or university – interviewed at Vanguard in October 2014.

    Interview Details

    First round phone interview: Basic knowledge of financial industry is necessary, asks about ETF vs. Mutual fund, index funds, and stocks vs. bonds. Asks typical STAR behavioral questions during second half of the interview.

    Interview Questions
    • Why have you chosen to seek jobs in the financial industry   Answer Question
    No Offer
    Average Interview
  6.  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate in Charlotte, NC
    Anonymous Interview Candidate in Charlotte, NC
    Application Details

    I applied online. The process took 2 weeksinterviewed at Vanguard.

    Interview Details

    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
    No Offer
    Neutral Experience
    Average Interview
  7. 2 people found this helpful  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2 weeksinterviewed at Vanguard.

    Interview Details

    Several hour long interview. Require you to cite experiences in which you went the extra mile and thought outside the box if you want to get hired. Customer service experience is a big plus.

    Interview Questions
    • A case study regarding an angry high net worth customer. Requires you to think critically and not just say what you think they want to hear (because it's probably not what they actually wanted to hear anyway).   View Answer
    Negotiation Details
    I didn't negotiate for an entry level position at a world class mutual fund institution. Just getting in and getting my Series 7 passed was enough for me to take the job. The experience for your resume is invaluable, and although the salary+bonuses are modest (40-50k), the benefits are awesome. Incredible retirement plan, Medical-Dental-Optical for $62 a month. They pay 88% of insurance costs.
    Accepted Offer
    Positive Experience
    Difficult Interview
  8.  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate in Scottsdale, AZ
    Anonymous Interview Candidate in Scottsdale, AZ
    Application Details

    I applied online. The process took 3 weeksinterviewed at Vanguard.

    Interview Details

    Application to final interview process took about 3 weeks. I was contacted by a recruiter immediately after completing application. We set up a time for a 30 min phone interview. Phone interview is basic: questions about background, current job duties, Vanguard knowledge, etc. I was offered an in-person interview over the phone after our discussion.

    In-person interview consisted of 4 one hour segments. First hour: discussed Vanguard's history and openly asked candidates what they knew about the company. Second hour: behavioral interview discussing background and experience. Expect about 8-10 STAR interview questions and was asked to describe the difference between a mutual fund and a ETF. Additionally, I was asked about current events in the financial industry. Third hour: case study with 4 follow up questions and then a follow up role play. They are looking to see how you handle problems and your steps to resolve issue. My case study involved a angry customer who needed a new closed fund set up before the end of the day. He had worked with another associate a couple weeks prior and they had overlooked a missing signature required and had not informed the customer. You must remedy the situation. Role play was a play-off from the case-study: same customer, trying to set up IRA for daughter including prior year tax contributions however daughter did not sign required paperwork. Last hour: group lecture about benefits and your of campus

    Interview Questions
    • Typical STAR questions and know the difference between a mutual fund, index fund, ETF, etc.   Answer Question
    No Offer
    Neutral Experience
    Difficult Interview
  9. 9 people found this helpful  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate in Charlotte, NC
    Anonymous Interview Candidate in Charlotte, NC
    Application Details

    I applied online – interviewed at Vanguard.

    Interview Details

    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.   View Answer
    Negotiation Details
    There is no negotiation. It pays $40,000 for the client relationship specialist position.
    Accepted Offer
    Difficult Interview
  10.  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate in Malvern, PA
    Anonymous Interview Candidate in Malvern, PA
    Application Details

    I applied through an employee referral. The process took 3 weeksinterviewed at Vanguard in July 2014.

    Interview Details

    Referred through a contact who set me up with the interview. Behavioral questions on the phone, took about 30 minutes or so. Use the STAR method when answering the questions, as this is what they're looking for.

    Interview Questions
    • Name a time when you had to make a decision without having all the information you needed necessarily. How did you handle it and make sure that the task was still carried out in the best manner possible.   Answer Question
    Accepted Offer
    Neutral Experience
    Average Interview

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