Vanguard Interview Questions

Updated 21 Sep, 2014
Updated 21 Sep, 2014
351 Interview Reviews

Interview Experience

Interview Experience

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Getting an Interview

Getting an Interview

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Interview Difficulty

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Candidate Interview Reviews

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  1.  

    C2C Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Typically interview process. Starting with first round phone interview with one HR, and then second round in-person on site interview. Phone interview is about 30 minutes, and you do a few around of interview in the second round.

    Interview Questions
    • Very standardized and formal interview process. Preparation for behavioral questions is must.   Answer Question
    No Offer
  2.  

    IT College to Corporate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 1 week - interviewed at Vanguard.

    Interview Details

    I submitted my resume online at one of their virtual events. Got an email within a week from a recruiter. They were flexible with the time and date of the interview. During the phone interview they started off with some technical questions and then we moved on to the STAR method behavioral questions.

    Interview Questions
    • The most unexpected question for me was: Can you tell me three things you look for in a company?   Answer Question
    No Offer
  3.  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate  in  Charlotte, NC (US)
    Anonymous Interview Candidate in Charlotte, NC (US)
    Application Details

    I applied online. The process took 2 weeks - interviewed 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
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  5.  

    Customer Relations Specialist Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Submitted an application online through referral. About a week later, got contacted through email in order to schedule a phone interview. Interview was simple and lasted for about 20 to 30 minutes. Quite a few financial questions were asked like what is the difference between a stock and a bond, the difference between an ETF and a mutual fund, etc.

    Interview Questions
    • Describe a time that you had to think outside of the box.   Answer Question
    No Offer
  6. 1 person found this helpful  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2 weeks - interviewed 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
  7.  

    Client Relations Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Be ready for two real interviews once you get to Scottsdale. One is behavioral questions and the other is a scenario role play. The behavioral is relatively easy to study for but the scenario is different cause you can't study for it. Review the role play well, be very helpful and personable, and be confident. When in the intro and concluding meetings as a group be sure to make your presence known by asking a lot of intelligent questions while not sounding too annoying.

    Interview Questions
    • How did you deal with an unhappy client or customer in the past?   View Answer
    Accepted Offer
  8.  

    Financial Processing Associate Interview

    Anonymous Interview Candidate  in  Malvern, PA (US)
    Anonymous Interview Candidate in Malvern, PA (US)
    Application Details

    I applied through a staffing agency. The process took 2 weeks - interviewed at Vanguard in August 2014.

    Interview Details

    I was contacted by a recruiter at Randstad for an interview. There was no preliminary phone interview, and when I went in for my in-person I learned that this was the first and final interview. This was relieving yet a bit nerve wracking. Make sure to have well-thought out reasons of what interests you about Vanguard and what the company does. Two behavioral questions; one customer service related and the other how you handle obstacles and overcome them. There was also a case study. During the interview, my interviewer said I would be a "perfect fit" for the company. Companies want to make sure your personality would mesh well with other employees. I am a friendly, upbeat person who tried to be as professional as possible and this must have really worked for my benefit. Overall an easy and pleasant interview experience. Offered the position the next day.

    Interview Questions
    • The case study was about handling a client's requests and there was a lot of information to digest. As long as you can think logically and on your feet, you'll be fine.   Answer Question
    Negotiation Details
    Hourly rate, non negotiable
    Accepted Offer
    Positive Experience
    Easy Interview
  9.  

    Resolution Services Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Online application, phone interview with HR contact, 4 or so behavioral questions - looking for the STAR format answers. In person interview with hiring managers. Met with 2 managers at the same time, as they followed a very precise list of questions from a 6 page form and wrote down everything I said. End of interview was case study - 20 min for me to read and prepare. Case study required answering multiple questions on how I would handle the situation.

    Interview Questions
    • Describe a time in your recent work experience when you overcame an obstacle and how you handled it.   Answer Question
    No Offer
  10.  

    Client Relationship Specialist Interview

    Anonymous Interview Candidate  in  Scottsdale, AZ (US)
    Anonymous Interview Candidate in Scottsdale, AZ (US)
    Application Details

    I applied online. The process took 3 weeks - interviewed 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
  11.  

    Brokerage Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through other source. The process took 3 months - interviewed at Vanguard.

    Interview Details

    Initially a telephone interview. Next, you were called in to meet with a manger and supervisor. If everything went well you got the job. The onboarding was interesting. You were inundated with the Vanguard mantra through team building exercises. You were pretty much free to leave early if you finished the book assignments they gave you.

    Interview Questions
    • Questions were in the star format. Not too complicated.   Answer Question
    Negotiation Details
    I was not able to negotiate anything. Either you work for us or not. We do not care. We have over 2000 applicants a day.
    Accepted Offer
    Neutral Experience
    Average Interview

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