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      Vanguard

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      Client Relationship Specialist Interview

      9 Oct 2017
      Anonymous employee
      Charlotte, NC
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 2 months. I interviewed at Vanguard (Charlotte, NC) in Sept 2017

      Interview

      The recruiter called me to schedule a phone interview. She sent me an email that same day with details on how to prepare. This included links to company web pages, YouTube videos, and the company’s Muse profile. She asked me what basic financial terms meant (i.e. ETFs, mutual funds, bonds, etc.). The phone interview included behavioral based questions using the STAR method. Afterwards, she invited me for an in-person interview. The in-person interview lasted for about 1.5 hours early in the morning. Roughly 20 other candidates were also there, but we only toured the company together. Our actual interviews were separate. First, I met with a project manager who had me perform a customer service role play exercise. The next person I spoke with performed a standard interview with more behavior based questions. I took one basic finance course in college and Googled the basic terms to refresh my memory. They seemed to care more about my customer service skills than anything else, which was great news for me.

      Interview questions [1]

      Question 1

      Behavioral Based Question (STAR): Tell me about the hardest exam you ever took.
      1 Answer
      3

      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