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      Vanguard

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      Client Relationship Specialist Interview

      13 Jan 2015
      Anonymous interview candidate
      No offer
      Positive experience

      Other Client Relationship Specialist interview reviews for Vanguard

      Client Relationship Specialist Interview

      23 Feb 2024
      Anonymous employee
      Charlotte, NC
      Accepted offer
      Difficult interview

      Application

      I applied through a recruiter. The process took 5 weeks. I interviewed at Vanguard in Dec 2014

      Interview

      I was recruited through my school and contacted initially via email. My recruiter was incredibly friendly and helpful, not to mention responded quickly to my questions/responses. My first interview was over the phone and lasted about 45-50 minutes. She asked some basic finance questions and what I knew about the company. Personality questions were fine and she seemed genuinely interested, making the process a bit more comfortable. The second interview was on-site; we gathered for an initial presentation, then split off to have our individual interviews. These lasted two hours (one hour with two different people). The first person asked many, many questions about extremely specific customer service examples I have encountered and asked for lots of detail. The second interviewer asked a few basic questions, but then the dreaded "case study" process. I was given 15 minutes to go over a case study and any company policies that related to the "client's" problem, then we went over my answers and finished with an example phone call with the client who was really the interviewer. Going over answers was easy, but the pretend call was nerve wracking and, quite frankly, silly, in my opinion. It is supposed to test how you handle things but really, there's no way anyone could expertly handle the call because you haven't been through training yet.

      Interview questions [1]

      Question 1

      The case study. It has a purpose, but really should be eliminated because it's a bit of an inaccurate way to assess potential candidates.
      1 Answer
      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