Client Relationship Specialist - Anonymous employee Vanguard Employee Review

5.0
8 Mar 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

5.0
11 Nov 2025
Recommend
CEO approval
Business outlook

Pros

Working here has been an excellent experience. The role offers meaningful responsibilities, exposure to complex matters, and opportunities to collaborate with talented colleagues. Management is supportive, and there’s a strong emphasis on professional development and proactive planning. The culture values integrity and teamwork, making it a rewarding environment for anyone looking to advance.

Cons

While the role is rewarding, the workload can be demanding during peak periods, requiring strong time management skills. Processes are still evolving as the organization formalizes procedures, so adaptability is essential. Additionally, visibility into cross-department initiatives can be limited unless you proactively seek out opportunities to connect.

3.0
3 Jun 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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