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      Vanguard

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      3.7★Compensation and benefits

      Client Relationship Specialist Interview

      23 Dec 2012
      Anonymous interview candidate
      Charlotte, NC

      Other Client Relationship Specialist interview reviews for Vanguard

      Client Relationship Specialist Interview

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

      Application

      I applied through university. The process took 3 weeks. I interviewed at Vanguard (Charlotte, NC) in Nov 2012

      Interview

      I interviewed as a soon to be college graduate. You will likely interview for their general entry level positions and then be selected for either this or Flag Ship (High Net Worth). Vanguard came to campus for a career fair, you then may be selected for a phone interview. This is basic & behavioral, 45 min to an hour. Make sure to show enthusiasm and interest in the company. You will then be invited for an on site interview. This is a half day process and either includes lunch or breakfast. There will be a presentation, during which you should show your knowledge about the company- Vanguard really emphasizes their values. You will likely have a tour, panel question and answer, and two or three one on one interviews. These will be behavioral, followed by a "case study" or mock phone client interaction. Your interviewer will follow a script and you will have to reach and answer their questions.

      Interview questions [3]

      Question 1

      A customer calls and asks you if they should open an index fund or an ETF to save for their child’s college education. What do you say in response?
      3 Answers

      Question 2

      Name a situation when you had a conflict with someone over a detrimental issue, and how you resolved the issue.
      Answer question

      Question 3

      Name a situation when your superior was wrong about something and how did you deal with it.
      Answer question
      1
      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