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Vanguard Client Relationship Specialist Reviews

Updated 4 Jun 2019

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Found 88 reviews

2.5
StarStarStarStarStar
Rating TrendsRating Trends
23%
Recommend to a Friend
74%
Approve of CEO
Vanguard CEO Tim Buckley
Tim Buckley
9 Ratings
  1. Helpful (35)

    "YOU HAVE BEEN WARNED"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Client Relationship Specialist in Malvern, PA
    Doesn't Recommend
    Negative Outlook
    Approves of CEO

    I have been working at Vanguard full-time for more than a year

    Pros

    18 PTO Days and you can buy PTO days

    Cons

    Micromanagement, no room for growth, cut throat, excessive micromanagement, burn out, zero incentive to do well,

    Advice to Management

    I work in the call center. The role can be called Brokerage Professional, Personal Investor. Client Relationship Specialist, etc. You are micromanaged from the start of the day to the end. You have to take 40-50 calls a day to change peoples passwords and buy mutual funds. There is zero room for growth unless you get really lucky or you KNOW someone. There are zero incentives to do well at your job. I can do the bare...

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    Vanguard2019-06-04
  2. Helpful (2)

    "Vanguard Review"

    StarStarStarStarStar
      Current Employee - Client Relationship Specialist 

      I have been working at Vanguard full-time

      Pros

      Caring managers, beautiful campus, strong mission statement

      Cons

      Too bureaucratic and structured, little room for growth (takes a long time), tough to move to different sides of the business

      Vanguard2019-05-19
    • "Great People, Great Culture"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Client Relationship Specialist in Malvern, PA
      Recommends
      Positive Outlook
      Approves of CEO

      I worked at Vanguard full-time for less than a year

      Pros

      The people you work with are awesome. The culture at Vanguard supports inclusion and teamwork. Everyone wants you to succeed and will help you get to your goals. There are many opportunities to grow and learn about different aspects of the business

      Cons

      Working in a call center setting can get a bit monotonous and sometimes clients can be difficult to deal with

      Vanguard2019-05-21
    • Helpful (33)

      "The True Redpill: Vanguard, the Client Relationship Specialist role, and The Culture"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Client Relationship Specialist in Malvern, PA
      Doesn't Recommend
      Negative Outlook
      Disapproves of CEO

      I worked at Vanguard full-time for more than a year

      Pros

      I have made what I hope to be lifelong friends during my time with Vanguard. The number one perk of this job is the people you will struggle alongside. Your comrades, who know exactly how you're feeling, who are in the same pit that you're in. They made it in some way worth it. You get nifty benefits but let's be honest, you can get them anywhere. 401(k) is nice, but...who cares about that if your life is misery? I learned...

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      Cons

      I am going to be completely honest about everything I observed during my time with Vanguard. First, we should talk about the role itself. I'll be blunt: DO NOT TAKE THE JOB. SERIOUSLY. DON'T DO IT. But why, you ask? Let me explain. Here's your day, let's say a 8:00 AM-4:30 PM shift on the phones in Foundational Client Services, the new name they gave to Personal Investor. You walk in the door to your building, and...

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      Advice to Management

      My contempt for the organizational failures of Vanguard cannot be measured. Your new CEO doesn't care about our values, he cares about growth. Stop pretending to care about crew and start doing it for real. New Ways of Working and #LEAN have potential, but you're squandering it on absolutely JUVENILE initiatives like daily huddles where we have to show our thumb then do a pep-chant? And then get publicly shamed for...

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      Vanguard2019-05-02
    • Helpful (18)

      "Great Learning Experience but Draining"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Client Relationship Specialist in Charlotte, NC
      Doesn't Recommend
      Negative Outlook
      Approves of CEO

      I worked at Vanguard full-time for more than a year

      Pros

      - Great work/life balance. I never took work home with me. 9:00am-5:30 M-F with optional OT opportunities. - I made a lot of friends that were in the same situation as me (recent grads, new to Charlotte) - Solid training for Series 7 & Series 63. - Great opportunity to learn the ins and outs of personal finance. - Vanguard’s mission is very respectable. While the service is limited, it truly is the cheapest...

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      Cons

      I write this after 6 months of moving on to another company. I worked at Vanguard for almost 2 years. I’ll agree with a lot of the other reviews that the job description did not match the actual role. This job is a call center. That is all that you will be doing in the entry level role. Management is supportive and for the most part they understand the pains of this role. But they are also forced to micromanage. Some...

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      Advice to Management

      Be more transperant in the hiring process. Provide more opportunities in Charlotte for crew members that are interested in finance but do not want to be an advisor.

      Vanguard2019-04-08
    • Helpful (5)

      "Client Facing"

      StarStarStarStarStar
        Current Employee - Client Relationship Specialist 

        I have been working at Vanguard full-time

        Pros

        Licenses and training is good

        Cons

        The job is extremely painful

        Vanguard2019-03-27
      • Helpful (10)

        "Meh"

        StarStarStarStarStar
        • Work/Life Balance
        • Culture & Values
        • Career Opportunities
        • Compensation and Benefits
        • Senior Management
        Former Employee - Client Relationship Specialist 
        Doesn't Recommend
        Neutral Outlook
        No Opinion of CEO

        I worked at Vanguard full-time for less than a year

        Pros

        That aren't really any because the grind your life away for not much chance at a career advancement.

        Cons

        Make it know its a call center job.

        Advice to Management

        Be more invested in the lower tiered workers, you can easily guess, why there is a high churning rate.

        Vanguard2019-02-05
      • "Great Place to Work"

        StarStarStarStarStar
        • Work/Life Balance
        • Culture & Values
        • Career Opportunities
        • Compensation and Benefits
        • Senior Management
        Current Employee - Client Relationship Specialist 

        I have been working at Vanguard full-time

        Pros

        The paid time off is a huge plus, there's no company that matches Vanguard's benefits.

        Cons

        Job is essentially a call center, but if you expect that going in, you should be fine.

        Vanguard2019-01-28
      • "Pass the series 7"

        StarStarStarStarStar
          Former Employee - Client Relationship Specialist in Malvern, PA

          I worked at Vanguard full-time for less than a year

          Pros

          Good company benefits and decent pay starting

          Cons

          Must pass the series 7 and 63

          Vanguard2019-01-22
        • "Call center rep"

          StarStarStarStarStar
          • Work/Life Balance
          • Culture & Values
          • Career Opportunities
          • Compensation and Benefits
          • Senior Management
          Current Employee - Client Relationship Specialist 

          I have been working at Vanguard full-time for more than a year

          Pros

          Room for growth,PTO, colleagues and collaboration

          Cons

          Call center, taking a lot of calls

          Advice to Management

          More room to grow and flexibile

          Vanguard2019-01-08
        Found 88 reviews