What do you know about Vanguard?
Client Associate Interview Questions
5,699 client associate interview questions shared by candidates
WHen was a time you had to gain someone's trust?
What types of financial tools do you use to stay informed of what is happening in the market?
There is a case study in the second interview to see how you would handle a situation with a client making an almost impossible request.
What does good customer service mean to you?
Difference between stocks bonds and mutual funds
Unfortunately I don't remember the questions because its been a while since I've interviewed.
Not really anything difficult. A lot of behavorial questions. Answer everything in the S.T.A.R. method. (Situation, task, answer, action, response). They go nuts for STAR answers and prefer you to answer every single one like that.
They want you to know the whole history of the company and mutual fund industry. They don't give business cards so it is impossible to have a follow-up thank you.
Tell me about a time you faced a challenge and how did you overcome it?
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