In the interview focused on my resume and personality, they did ask a technical question about Vanguard. It wasn't the most difficult question, but if you didn't know the difference between at ETF and a mutual fund it would have been very difficult to answer. Be sure to look over some Vanguard material and company information before interviewing.
Client Relationship Associate Interview Questions
1,564 client relationship associate interview questions shared by candidates
Case Study role play was the hardest part of the interview. Test ability to offer exceptional customer service, adhere to company policies, think outside the box and take initiative.
What would you say to a client who asked you if investing in ETFs is a good way to save for his child's college?
The case study K
Tell me how you would sell something.
They asked me what i knew about FINRA.
Give me a time when you had to make a decision when your manager or supervisor wasn't there and what was the outcome?
Describe a time you were faced with a difficult scenario and how did you handle that?
Tell me about a time you couldn't meet a customers needs
Tell me about a time you felt that you were met with an unreasonable request and how did you handle it
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