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      Vanguard

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      Client Relationship Manager Interview

      Jan 23, 2014
      Anonymous Interview Candidate
      Scottsdale, AZ
      No offer
      Negative experience
      Average interview

      Application

      I applied online. I interviewed at Vanguard (Scottsdale, AZ) in Dec 2013

      Interview

      Had a phone interview. Then came into the scottsdale office for a 5 hour in-person interview. The interview was VERY long and they spent most of the time building up the company. There was a behavioral part and a case study part to the interview as well.

      Interview questions [1]

      Question 1

      The most difficult part of the interview was the case study because they put you in a situation where knowing the companies policies and proceedures would really help you out. Since you are not an employee yet, you have no way of knowing what those policies are. Basically, a customer is trying to set up an IRA at the last minute and is setting it up for his daughter. Signatures are needed and the money to open the IRA needs time to process. Plus, I'm sure they want you to build up the company (in the case study they have you pretend you are with some other company) and try to up-sell as well. The case study in my opinion was worthless and was a poor way of gauging someone's true skills. If you want to me to advise someone on how to open an IRA at the last minute then maybe you should tell me how that process works and I would easily be able to relay that to a customer.
      Answer question

      Other Client Relationship Manager Interview Reviews for Vanguard

      Client Relationship Manager Interview

      Apr 24, 2025
      Anonymous Interview Candidate
      Phoenix, AZ
      Declined offer
      Positive experience
      Difficult interview

      Application

      I interviewed at Vanguard (Phoenix, AZ)

      Interview

      Three rounds of interviews. Great interview questions. Had to problem solve on the spot. Practice before you interview in person. I had to take an assessment which took 90 mins. 1 in person interview after two phone calls.

      Interview questions [1]

      Question 1

      How does your previous experience translate to current this role.
      Answer question

      Client Relationship Manager Interview

      Dec 6, 2021
      Anonymous Interview Candidate
      Charlotte, NC
      No offer
      Positive experience
      Average interview

      Application

      I applied through a recruiter. The process took 3 weeks. I interviewed at Vanguard (Charlotte, NC) in Nov 2021

      Interview

      The use of the STAR method response would help you interview with them. Recruiters are supportive during the process. Interviews are being held over the phone and through Zoom so be prepared.

      Interview questions [1]

      Question 1

      Why would you like to work at Vanguard?
      Answer question

      Client Relationship Manager Interview

      Nov 7, 2017
      Anonymous Interview Candidate
      Declined offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 1 week. I interviewed at Vanguard in Nov 2017

      Interview

      Basic questions about prior experience and education. Three behavioral questions citing actual examples from previous positions. Also discussed salary and what an average day on the job is like. 90% phone calls

      Interview questions [1]

      Question 1

      Name a time at a previous job that you had to build a client relationship.
      Answer question

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