Client Relationship Specialist - Anonymous employee Vanguard Employee Review

5.0
Mar 8, 2018
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Amazing benefits, great work atmosphere, the training is thorough and it's wonderful they license you.

Cons

The Series 7 is already a very hard exam to pass, it's just unfortunate you lose your job if you don't pass it. There should be some kind of positioning done if one does not pass the 7 since so much money was spent on recruiting, and licensing the person.

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”.

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