Purely customer service, learned nothing about the investment industry. - Client Relations Associate Vanguard Employee Review

3.0
Dec 22, 2011
Recommend
CEO approval
Business outlook

Pros

Benefits are generous for a large company Co-workers are nice and most are smart people Customer Service training is beneficial in the long run Good name to put on a resume

Cons

The job is brutal with very few promotion opportunities, it causes stagnation among the masses who are forced to accept mediocre pay and if your not careful a mediocre long-term career. The people you talk to on the phone are hostile, uneducated, and have no understanding of financial markets. Most of your time is spent learning a proprietary CRM system which is not used by any other finance companies so you will not have any transferable skills if seeking employment outside of vanguard. Lack of communication between Senior management and lower level employees is intentional and designed to keep people uniformed and lulled into a false sense of reality. My recommendation - if you are comfortable making between 30-60k for your entire career, enjoy making "lateral" moves within the organization for no increase in pay, then Vanguard would be a good fit. If you are a driven person and ended up at Vanguard, don't quit immediately! Ride it out for 2 years, get your CFA level 1 and 2 out of the way or get a 680+ on the GMAT and go to a top business school.

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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