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      Vanguard

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      Client Relationship Specialist Interview

      Dec 2, 2014
      Anonymous interview candidate
      Charlotte, NC

      Other Client Relationship Specialist interview reviews for Vanguard

      Client Relationship Specialist Interview

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

      Application

      I applied through university. The process took 2 months. I interviewed at Vanguard (Charlotte, NC) in Sep 2014

      Interview

      First interview is a phone interview with a recruiter. The recruiter asks 3-4 behavioral questions that you must respond to in the STAR format. Also asks questions about if you stay up to date on the latest news in finance, and what sources of information do you use. At the end of the phone interview, the recruiter will invite you to one of their locations for an on-site interview. The onsite interview is a long day. The day begins with a session from HR on the values of the company and why you should work at Vanguard. You then have a 1-1 interview with someone usually in the same position you will be working in. This interview consisted of more Tell Me About a Time Questions. The next interview is a case study. You are give 15 minutes to prepare a response. The case study involves how to solve an issue for a client 15 minutes before you are about to leave for the day. There is no right or wrong answer, but the interviewer expects you to show that you have applied critical thinking to solve the problem. The last interview is a 1-1 mock phone call. The interviewer expects you to be able to solve the issue, cross-sell any other products, and show empathy. 2 weeks after the interview, someone from HR will contact you to let you know if you have received an offer.

      Interview questions [1]

      Question 1

      Tell me about a time when you had to make a decision without all of the necessary information.
      Answer question
      6
      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

      Aug 22, 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

      Apr 2, 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