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

5.0
Jul 8, 2026
Recommend
CEO approval
Business Outlook

Pros

Benefits are amazing, good culture mostly

Cons

Middle management can focus too much on politics vs. improvements

2.0
Jul 8, 2026
Recommend
CEO approval
Business Outlook

Pros

Remote opportunity which is great Getting to learn the industry

Cons

Micromanage Training was not effective Heavy call volume Constantly changing lunch no consistency on any given week After training support is poor (a link is the answer to your question) Team leaders who also dont know how to resolve an issue.

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