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      Vanguard

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      Client Relationship Specialist Interview

      31 July 2016
      Anonymous interview candidate
      Charlotte, NC
      No offer
      Neutral experience
      Easy interview

      Application

      I applied online. I interviewed at Vanguard (Charlotte, NC) in Apr 2016

      Interview

      The phone interview lasted for maybe 20 minutes. The interviewer was pleasant and the question that seemed most important to her was if I could explain what a stock was and what a mutual fund was. As it turned out the job is actually for a call center position and not really what I envisioned from reading the job description. Vanguard is high on customer service which definitely did come across in the interview. Overall, if you have exceptional customer service skills and are willing to study for the series 6 & 7 and don't mind being in a call center, this is likely an easy interview. The pay is modest/low at 40K. I have come to rely on Glassdoor now to look up the job titles and comments on positions at various companies because the job postings are often vague. Interviewer offered to have me fly in for a face to face interview. I declined the offer.

      Interview questions [1]

      Question 1

      They asked for the definition of a stock
      Answer question
      2

      Other Client Relationship Specialist interview reviews for Vanguard

      Client Relationship Specialist Interview

      23 Feb 2024
      Anonymous employee
      Charlotte, NC
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Vanguard (Charlotte, NC)

      Interview

      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

      Interview questions [1]

      Question 1

      What do you know about Vanguard ?
      Answer question

      Client Relationship Specialist Interview

      22 Aug 2021
      Anonymous employee
      Charlotte, NC
      Accepted offer
      Positive experience
      Easy interview

      Application

      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?
      Answer question
      1

      Client Relationship Specialist Interview

      2 Apr 2021
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Vanguard

      Interview

      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

      Interview questions [1]

      Question 1

      How would you greet someone on the phone
      Answer question