name a time you had to sell something difficult. name a time when you had to deal with a difficult client and how you handeled it. name a time when you had to deal with a client when they were already upset
Client Relationship Interview Questions
1,558 client relationship interview questions shared by candidates
What would you do in this situation?
Nothing was out of the ordinary. Be detailed in your STAR based questions and you will be fine.
Nothing difficult. What recent economic news surprised you? Tell me about a time you had to think outside the box.
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.
They had me do a mock phone call with the interviewer which was fairly unexpected but in the end the interview process was pretty easy.
Questions about difference between stock and bond, mutual fund and ETF.
What is the difference between a mutual fund and ETF? Why did you choose this position? How did you hear about Vanguard and what do you know about the company?
Name a time when you had to deal with a difficult client and how did you solve the problem?
Can you name a time you defied corporate policy at work? Why?
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