Client relationship associate

Status
Financial Representative at
Group/Division/Type
Investment Management
City
Charlotte
Interviewed
November 2014
Overall experience
Positive
Difficulty
Average

General Interview Information

Outcome
Declined Offer
Interview Source
Applied Online
Length of Process
1-2 months

Interview Details

What did the interview consist of?
Phone Interview
1 on 1 Interview
Presentation
Drug Test
Background Check
Please describe the interview / hiring process.
First round phone interview was pretty easy/straightforward, mostly fit and behavioral questions. One easy market/technical (view on the market, difference between an ETF and mutual fund). The HR rep will tell you at the end of the phone interview if you are invited to the final round. The final round consists to two 1 hour interviews. The first interview is all behavioral, these questions do get rather specific towards the end but overall not too bad. Also, they want you to answer in STAR format. The second hour long interview is a case study/ role play resolving a problem with an upset client. Overall, everyone was very nice and professional, we got a tour of the facility and it was nice. Clearly a very conservative culture, emphasis placed on "low cost" (including salary offer...lol) to pass on savings to Vanguard investors.
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$50bn+
Est Annual Revenue

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