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      Vanguard

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      Vanguard reviews

      Client Relationship Associate - Client Relationship Associate Vanguard Employee Review

      5.0
      Jul 2, 2012
      Client relationship associate
      Recommend
      CEO approval
      Business Outlook

      Pros

      3 months of training to get you acquainted with the company and get your Series 7 and 63 licenses Amazing benefits (health, vision, dental, 401k, PTO, etc.)

      Cons

      Training for the license exams is shorter compared to other companies, but they bring in instructors in order to help speed the process along. There is just a lot of outside work involved when studying for the Series 7.

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      3.0
      Jun 3, 2026
      Client representative
      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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