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      Vanguard

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      Related searches: Vanguard reviews | Vanguard jobs | Vanguard salaries | Vanguard benefits | Vanguard conversations
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      Client Relations Associate Interview

      10 Mar 2015
      Anonymous interview candidate
      Scottsdale, AZ

      Other Client Relations Associate interview reviews for Vanguard

      Client Relations Associate Interview

      5 Aug 2022
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview
      No offer
      Neutral experience
      Average interview

      Application

      I applied through a recruiter. The process took 1 week. I interviewed at Vanguard (Scottsdale, AZ) in Mar 2015

      Interview

      Applied through their website and was contacted by a recruiter about a week later. Pretty standard phone interview that's expected to last at least 30 minutes. Be sure to know basic financial terminology such as Mutual and Index Funds, Stocks, Bonds and ETF's. I thought I did pretty well during the interview and the recruiter told me he felt comfortable passing me on to the next stage of the interview process which include them flying me out to Scottsdale. He told me it would be 1-5 days before I heard anything, but I still haven't received a call and it's been about a week. I even sent him a courtesy email thanking him for the phone interview and he didn't even reply back, so there's my confirmation that I won't be moving forward. Also if someone is selected for this position you MUST obtain your licensing by FINRA to permanently stay on with Vanguard. The first 30 days will be training and studying then you'll have two attempts to pass the exam. If you don't pass, you don't have a job so anyone moving from out of state, you should be fully aware of this.

      Interview questions [4]

      Question 1

      What's the difference between a Mutual and Index Fund?
      Answer question

      Question 2

      What's a stock, bond and ETF?
      Answer question

      Question 3

      Why Vanguard? Where do see yourself going in the financial industry?
      Answer question

      Question 4

      Why are you looking to relocate in the Phoenix area?
      Answer question
      5

      Application

      I applied online. The process took 5 days. I interviewed at Vanguard in Mar 2022

      Interview

      Had an interview with the recruiter and then a quiz, few days later I received an offer letter from my recruiter. Overall straight forward process as long as your experience and background matches with the position you're applying for.

      Interview questions [1]

      Question 1

      Explain how you handle difficult client interactions?
      Answer question

      Client Relations Associate Interview

      3 Aug 2020
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Vanguard in Jul 2020

      Interview

      After submitting my application (which included a situational assessment) I was contacted via email to schedule a phone interview. The initial phone screen lasted about 40 minutes and was very Behavioral based. At the end of the call, she invited me to the final interview. Final interview consisted of a group presentation going over the values and impact of Vanguard, something that is also covered on the initial phone screen. After the group video presentation, you break off to a 1-on-1 video interview with the respective branch's hiring manager. The 1-on-1 interview was similar to the initial phone screen, so be ready to answer in the STAR method. Vanguard is extremely client oriented, so be sure to stress your desire to help the average person achieve financial freedom and ability to build rapport with your clients (if that is true of course!). Additionally - if you are determined and goal oriented, be sure to mention that as the ability to learn new information is a valuable quality for this role.

      Interview questions [2]

      Question 1

      Name a time when you were unable to assist a client, and explain how you handled the situation and what the outcome was.
      Answer question

      Question 2

      Give an example of when you needed to learn something new on the fly, and how did you go about doing so?
      Answer question
      7

      Client Relations Associate Interview

      13 Jun 2019
      Anonymous interview candidate
      Phoenix, AZ
      No offer
      Positive experience
      Average interview

      Application

      I applied through an employee referral. The process took 4 weeks. I interviewed at Vanguard (Phoenix, AZ) in Apr 2019

      Interview

      Everyone involved made us feel very comfortable the whole interview process. Lasted about 2 hours. It was a group setting with individual interviews. Learned a lot about the company, not so much about the position itself. Tour of building included.

      Interview questions [1]

      Question 1

      Why do you want to work for Vanguard?
      Answer question