Client Relationship Admin - Stay away - Client Relationship Specialist Vanguard Employee Review

1.0
Jul 9, 2016
Recommend
CEO approval
Business outlook

Pros

For me in particular, my direct manager is a positive. She is open and understanding to the fact that this is a call center job with a touch of finance. They have a gym on-site which is good for me, but its not free so I ended up with two gym memberships. The people I work with and (generally) the first level managers are very supportive in a role that sucks.

Cons

Almost everything. The quick summary is: You have zero autonomy and Vanguard lies to you when recruiting for this position. This is a call center job, and they are hugely understaffed. This means calls come constantly and things like vacation on Monday/Fridays is very limited due to staffing levels. You will be sold on 'remote office', but you will do nothing other than take calls. You have an average of 500 seconds to resolve every client situation. You work in the brokerage world, so if a transfer fails good luck taking 8.33 minutes to resolve that(especially because you will get a high level review of how they work). If you find a very common Vanguard mistake, good luck getting the resolutions team to fix it. I honestly cannot go into detail on every single problem this role has. The biggest problems are under training, the fact that Vanguard lies to employees, and the belief by management that you can plan using historical data.

Explore other reviews about Vanguard

5.0
Jul 3, 2026
Recommend
CEO approval
Business outlook

Pros

Large firm so great to get exposure to different groups.

Cons

Nothing that comes to mind, great place to start and end career.

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
See reviews by: Helpful|Rating|Date|All