Starting to Become What they said they never would - Client Relationship Associate, Client Service Specialist- Flagship Vanguard Employee Review

2.0
Oct 1, 2015
Recommend
CEO approval
Business Outlook

Pros

Benefits are incredible. The retirement contribution (10% of pay) is insane Training is probably the best in the industry (including licensing). They pay for your materials and you spend the first few months doing nothing but getting licensed. If you stick around long enough, you have the potential to get reimbursed for CFP, MBA, etc. Most of the people you work with are pretty great people (my team helped me get by)

Cons

It's a call center/cube farm. Don't be fooled by titles. So I've waited a few months to write this so that I wouldn't come across as biased or upset. This company starts by saying they're a low cost leader and that they're not like competitors. Well, they're becoming more and more like them. I worked in the "preferred" customer service area, servicing higher net worth clients. Well, before leaving I did more with regular clients than I did the actual high net worth folks. The others who have been there a few years said that the company hired them on saying they would "maybe" get 30 calls at absolute most on non-busy season days. That was a lie. We were taking 50+ daily. The company is hyperfocused on metrics and seems to only care about meeting numbers. This means for call center folks that you live and die by your numbers essentially. From a business standpoint, they take the low-cost thing to the point where they're going to cut corners when possible. This means personal development promised at the beginning is rare at best. They'd rather work you hard and wear you out than hire a few more people to spread things out and make you happier, and thus, more willing to stay. Advancement: They say that you can get to where you want with the company if you work hard. I met all my metrics, got countless praise, but moving to my dream job was short of impossible because they neglected to tell me the people there stay till retirement and new openings very rarely occur. overall: Ask people who have been there 2-3 years or more. The company is changing and becoming more like the other call centers. You'll be worked very hard. Your pay will not be as high as peers. But if you love customer service, you might see it to be not too bad. Make sure you get ALL the details from your recruiter and see if any alums of your school work there. Ask them to HONESTLY tell you what they do and what they think.

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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