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      Vanguard

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      Client Relationship Specialist Interview

      26 Feb 2013
      Anonymous interview candidate
      Scottsdale, AZ

      Other Client Relationship Specialist interview reviews for Vanguard

      Client Relationship Specialist Interview

      23 Feb 2024
      Anonymous employee
      Charlotte, NC
      Accepted offer
      No offer
      Positive experience
      Difficult interview

      Application

      I applied online. The process took 3 weeks. I interviewed at Vanguard (Scottsdale, AZ) in Feb 2013

      Interview

      I applied online through Vanguard’s job board. I got the call from one of the recruiters and a couple days later, had my phone interview. It went well, as I bypassed waiting two weeks for a call for the onsite interview. During the on site interview, there was a presentation from a top recruiter, a supervisor who directed to the room, and a lady in HR. After the presentation, there was a 2 hour interview bloc- a case study and a regular question interview. After both of those, the group and I went on a tour of the facility. For anyone that reads this… YOU MUST PLAN AHEAD AND PREPARE THOROUGHLY IF YOU WANT TO GET A JOB AT VANGUARD. Work on your interviewing skills, research Vanguard’s website, get a basic understanding of financial terminology, and do practice case studies. The people I encountered were friendly and kind, which makes it a great place to work. People greet you and you definitely feel a sense of value working at a place like Vanguard. They cater food some times as well, an incentive for you to remain on site and not go off. I had 3 interviews total- the phone, case study, and the one on one questions.

      Interview questions [1]

      Question 1

      The case study- I strongly recommend you do practice case studies so you won't get confused and nervous.
      Answer question
      2
      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