Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      Vanguard

      Engaged employer

      About
      Reviews
      Pay and benefits
      Jobs
      Interviews
      Interviews
      Related searches: Vanguard reviews | Vanguard jobs | Vanguard salaries | Vanguard benefits | Vanguard conversations
      Vanguard interviewsVanguard Client Relationship Associate, Banking interviewsVanguard interview


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Centre
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy and Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      • Security

      Work With Us

      • Advertisers
      • Careers
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent posts

      Copyright © 2008-2026. Glassdoor LLC. "Glassdoor," "Worklife Pro," "Bowls" and logo are proprietary trademarks of Glassdoor LLC.

      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalised job recommendations and updates by starting your searches.

      Top companies for "Compensation and Benefits" near you

      avatar
      Kerala Financial Corporation
      3.7★Compensation and benefits

      Client Relationship Associate, Banking Interview

      11 Apr 2013
      Anonymous employee
      Scottsdale, AZ

      Other Client Relationship Associate, Banking interview reviews for Vanguard

      Client Relationship Associate, Banking Interview

      24 Mar 2021
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Vanguard

      Interview

      Started with a phone screening interview, a call preparing me for the interview and then the actual interview. I was told things I needed to learn which was super beneficial.

      Interview questions [1]

      Question 1

      Why do you think Vanguard is a good fit for you?
      Answer question
      2
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied through an employee referral. The process took 5 days. I interviewed at Vanguard (Scottsdale, AZ) in Apr 2011

      Interview

      Contains a general panel interview with STAR questions (Situation, Task, Action, Result- your responses should be structured to touch on all 3 points). After that, a case study of 3 investor profiles and a vignette on their needs. You get to "mock call" with these individuals, and they evaluate your patience, ability to get additional information, and control the call flow. Normally an interest in investments is enough to get hired. If you are skilled, it can be to your advantage. They may forward you onto another more senior role if available.

      Interview questions [2]

      Question 1

      Tell me about a time....
      1 Answer

      Question 2

      What was the first Mutual Fund in America? (my interviewer gave the incorrect response, Wellington Fund)
      1 Answer

      Client Relationship Associate, Banking Interview

      10 Mar 2021
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Vanguard in Mar 2021

      Interview

      2 rounds - 1st round is 30-45 min phone interview. At the end if you do get to the 2nd round they will tell you and then give feedback on your interview which I found super helpful in preparing for the 2nd round. Pretty basic behavioral questions 2nd round - they will send you an email on what to study up on but I didn't get any questions on the information I studied (ex. ETFs, Money Market, Mutual Fund) but still would just in case. I would spend more time studying about the company overall and why you want to work there and behavioral

      Interview questions [4]

      Question 1

      Why did you pick the field of finance? - 1st and 2nd round question
      Answer question

      Question 2

      Why did you pick Vangaurd? - 1st and 2nd round question
      Answer question

      Question 3

      Tell me time you had to explain the same concept to different people who had different level of understanding - 2nd round
      Answer question

      Question 4

      Tell me a time you tried solving a problem, failed, and then how did you try to solve the problem after failing. - 2nd round
      Answer question
      1

      Client Relationship Associate, Banking Interview

      9 Apr 2012
      Anonymous employee
      Valley Forge, PA
      Accepted offer
      Neutral experience
      Easy interview

      Application

      I applied through university. The process took 6 days. I interviewed at Vanguard (Valley Forge, PA) in Mar 2012

      Interview

      They have a phone interview then you get invited to their super day which consists of about 5 hours of additional interviewing and a tour. All the questions are STAR format, a case study, and behavioral questions-- no technical questions really.

      Interview questions [1]

      Question 1

      WHen was a time you had to gain someone's trust?
      Answer question
      1