They love to tell you it’s great - Client Relationship Specialist Vanguard Employee Review

2.0
4 Sept 2018
Recommend
CEO approval
Business outlook

Pros

Good work-life balance Everyone at all levels know this job sucks so you can joke about it Licensing

Cons

They never told anyone about how it’s just a miserable call center environment. It was explained to me that we’d basically be assistants to advisors and maybe take 10 calls per day. I took closer to 50 calls every day and at least 85% were people complaining about paperwork or the website. You get licensed to have people call in and argue with you about paperwork. Nobody tells you anything about paperwork in training so once you start you’re just thrown to the wolves and clients are even worse to deal with The website is awful Leadership is really annoying to deal with. Team leaders never want to help you out and deal with pissed off clients. They like to go to meetings with each other to beat each other off talking about how great they are. They tell you that to get promoted you need to show that you care and get involved, but when you try to get involved they tell you they need you on the phones because the clients need you Lots of bs gets fed to employees about how “the clients need you” and “the clients are the main priority” but if you have a call run in to your lunch and then take your full hour of lunch you get talked to for “not being there for the clients” and those minutes you’re finishing lunch count against you The main thing that gets you through the day is mapping out the time you have off the phone. What kind of awful morale is that, if the main motivation is finding time to not do your job? This job was explained to me to be really great about teaching you finance skills and be really rewarding. The most rewarding feeling was when I hung up after successfully not jumping out a window after explaining how to click “continue” to the 6th person over the age of 70 in 2 hours You can’t afford expensive alcohol to deal with all the criticisms listed above on the Vanguard salary

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3.0
3 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Awesome coworkers for young professionals. Paid licensing for a few months.

Cons

Micromanagement is out of control. Incompetent team leaders who are obsessed with power and metrics. Back to back calls, limited support, and nearly impossible effective communication between departments. Zero time to cultivate culture because you are taking calls every second of the day except for 30min/1hr lunch and two 15 minute breaks. You’re locked into your role for over a year (apprenticeship for around 60 days, then a year after promotion to associate) and your team leaders will not approve internal applications unless you are “eligible”.

4
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