Great Learning Experience but Draining - Client Relationship Specialist Vanguard Employee Review

2.0
Apr 8, 2019
Recommend
CEO approval
Business Outlook

Pros

- Great work/life balance. I never took work home with me. 9:00am-5:30 M-F with optional OT opportunities. - I made a lot of friends that were in the same situation as me (recent grads, new to Charlotte) - Solid training for Series 7 & Series 63. - Great opportunity to learn the ins and outs of personal finance. - Vanguard’s mission is very respectable. While the service is limited, it truly is the cheapest way to invest. Even after leaving the company, I will be a lifelong client of Vanguard.

Cons

I write this after 6 months of moving on to another company. I worked at Vanguard for almost 2 years. I’ll agree with a lot of the other reviews that the job description did not match the actual role. This job is a call center. That is all that you will be doing in the entry level role. Management is supportive and for the most part they understand the pains of this role. But they are also forced to micromanage. Some calls with clients can feel rewarding, but overall most days were very draining. It is very monotonous having the same conversations over and over again about technical issues. By the time I had experience I began to enjoy speaking with angry clients because at least that offered some sort of a challenge to be resolved. The pay is well below industry standards. This position has really become a farm system for other financial companies in the area. You get your licenses and experience and you get out. There are very limited opportunities for growth, specifically in Charlotte.

Explore other reviews about Vanguard

3.0
Jun 3, 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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