ZipRecruiter

Log In

Vanguard
Vanguard

60 Vanguard Group Client Relationship Associate Jobs Hiring Near You

Vanguard Group, Inc.

Administrative Associate

Malvern, PA · On-site

$17.25 - $21.25/hr

Excellent communication, relationship-building, and problem-solving skills. * Proficiency in ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...

Vanguard Group, Inc.

Investment Analyst

Scottsdale, AZ · On-site

Investment Analyst FAS Product & Portfolio Strategy, is a vital component of Vanguard's offer to ... Develop and refine client facing and relationship management skills * Apply financial software and ...

previous pagenext page

Showing results 21-40

All JobsVanguard Group JobsVanguard Group Client Relationship Associate Jobs

Vanguard Jobs Information

Do workers at Vanguard get paid breaks?

Yes. Most people get paid breaks.
74% of people say they get paid breaks.
Based on data from 31 people who took the Breakroom Quiz between December 2024 and July 2026.

Does Vanguard pay people when they’re sick?

Yes. Most people get paid when they’re sick.
83% of people say they would get paid if they were sick but scheduled to work.
Based on data from 59 people who took the Breakroom Quiz between December 2024 and July 2026.

At Vanguard, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
75% of people say they have to use vacation days when they’re out sick.
Based on data from 24 people who took the Breakroom Quiz between May 2025 and July 2026.

Is the health insurance from Vanguard affordable enough for their workers?

Most people say the health insurance costs are okay.
98% of people say the health insurance costs are okay
Based on data from 40 people who took the Breakroom Quiz between March 2025 and July 2026.

Do people get paid time off at Vanguard?

Most people get paid time off work.
90% of people say they get paid time off.
Based on data from 30 people who took the Breakroom Quiz between May 2025 and July 2026.

How far ahead of time do people find out their work schedule?

Only some people find out their schedule four weeks ahead of time.
  • 40% of people with changing schedules find out their shifts one week or less ahead of time.
  • 13% of people with changing schedules find out their shifts two weeks ahead of time.
  • 7% of people with changing schedules find out their shifts three weeks ahead of time.
  • 40% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 15 people who took the Breakroom Quiz between December 2024 and November 2025.

Do workers at Vanguard worry about hours?

Most people don’t worry about getting enough hours.
93% of people report they don’t worry about getting enough hours.
Based on data from 27 people who took the Breakroom Quiz between December 2024 and March 2026.

Do Vanguard workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
39% report that they don’t have enough control over which shifts they work.
Based on data from 31 people who took the Breakroom Quiz between December 2024 and September 2025.

How easy is it for Vanguard workers to change shifts?

Some people find it hard to change shifts.
37% of people report that it’s hard to change shifts if they need to.
Based on data from 19 people who took the Breakroom Quiz between December 2024 and March 2026.

How easy is it to get time off at Vanguard?

Most people find it easy to get time off.
87% of people report it’s easy to get time off.
Based on data from 55 people who took the Breakroom Quiz between December 2024 and July 2026.

Do Vanguard managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 34 people who took the Breakroom Quiz between December 2024 and March 2026.

Do jobs at Vanguard spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
21% of people report that their job takes up time that they don’t get paid for.
Based on data from 34 people who took the Breakroom Quiz between December 2024 and March 2026.

How easy is it to take sick days at Vanguard?

Most people find it easy to take sick days.
90% of people report that it’s easy to take time off if they are sick.
Based on data from 58 people who took the Breakroom Quiz between December 2024 and July 2026.

Is a Vanguard job good for students?

Most students say this is a good place to work if you’re studying.
100% of students report this is a good place to work if you’re studying.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and March 2026.

Is working at Vanguard good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 12 people who took the Breakroom Quiz between December 2024 and May 2026.

Do people at Vanguard feel treated with respect by their managers?

Most people feel treated with respect by their managers.
93% of people say they’re treated with respect by their managers.
Based on data from 57 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people at Vanguard get to take their breaks without interruption?

Most people get breaks without interruption.
83% of people report that they get to take their breaks without interruption.
Based on data from 59 people who took the Breakroom Quiz between December 2024 and July 2026.

Is it stressful to work at Vanguard?

Some people feel stressed here.
52% of people say they often feel stressed at work.
Based on data from 56 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people at Vanguard enjoy their jobs?

Only some people enjoy their job.
37% of people report they don’t enjoy their job.
Based on data from 52 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people at Vanguard recommend working with their team?

Only some people recommend working with their team.
36% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 64 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people get enough training when they start at Vanguard?

Most people got enough training when they started.
76% of people report they got enough training when they started working here.
Based on data from 55 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people get support to advance at Vanguard?

Most people are given support to advance their career here.
In the last year, 78% of people report being given support to advance their career here.
Based on data from 55 people who took the Breakroom Quiz between December 2024 and July 2026.

Do people think Vanguard’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
68% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 50 people who took the Breakroom Quiz between December 2024 and July 2026.

Do workers feel well informed about how Vanguard is doing?

Most people feel well informed about how the company is doing.
70% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 54 people who took the Breakroom Quiz between December 2024 and July 2026.

What other companies are hiring for Client Relationship Associate jobs?

What are the most popular jobs at Vanguard Group?

Senior Estate and Tax Specialist

Vanguard Group, Inc.

Malvern, PA • On-site

$67K - $68K/yr

Full-time

Posted 7 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

Job description

Senior Estate and Tax Specialist
The Senior Estate and Trust Specialist deepens client relationships, delivers exceptional estate and tax planning services to Vanguard's highest-net-worth and most complex clients, and influences wealth planning strategy. This role serves as a recognized subject matter expert, providing sophisticated planning solutions, thought leadership, and strategic guidance to clients, advisors, and senior leadership.
Duties and Responsibilities:
  • Conduct trust, estate, and/or tax planning analyses for Vanguard's highest-net-worth clients (generally $25M+ in assets). Provide consultation on the most complex planning scenarios, leveraging deep expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset protection, and/or tax planning. Develop client presentation materials and demonstrate exceptional professional presence and relationship management skills.
  • Deliver expert consultative services to advised Wealth Management clients and prospective clients with highly complex financial circumstances. Evaluate planning structures and legal entities as planning solutions for estate and tax planning consultations, evaluate tax returns and tax strategies, analyze client objectives for all consultation types, and recommend strategies aligned with their goals and needs.
  • Serve as Vanguard's ambassador and subject matter expert on wealth transfer, estate planning, and/or tax planning for clients, professional advisors, media engagements, family meetings, webinars, blogs, and other external forums. Contribute thought leadership through publications, working groups, and research initiatives, including collaborating on Vanguard and Investment Strategy Group (ISG) content. Lead planning discussions in estate planning and/or tax planning for ultra-high-net-worth clients and their families, including clients with assets exceeding $1 billion.
  • Influence the strategic direction of the group's service delivery model, including new business development initiatives and offer strategy. Identify opportunities for service enhancements and lead initiatives that improve client outcomes and operational effectiveness.
  • Provide estate and trust planning and/or income tax planning expertise to internal stakeholders, including Relationship Managers, Financial Advisors, Sales, Marketing, and other business partners.
  • Partner with financial advisors as they support clients in these subject areas, as well as with other wealth planning teams including Family Legacy and Vanguard National Trust Company.
  • Mentor, coach, and develop junior team members. Support onboarding and training efforts for new specialists and contribute to the hiring and evaluation of team members, including experienced external candidates.
  • Maintain expert knowledge of the competitive, legal, regulatory, and fiduciary landscape affecting wealth management, estate planning, trust services, and/or income tax.
  • Participate in special projects and perform other duties as assigned.

Qualifications:
  • Bachelor's degree or equivalent combination of education and experience required.
  • Juris Doctor (JD), Certified Public Accountant (CPA), Master of Laws (LL.M.), Master of Taxation, or another relevant advanced degree required
  • CFP®, CTFA®, or other relevant industry designations preferred.
  • Minimum of 10 years of estate and trust planning and/or income tax planning experience, including advising ultra-high-net-worth clients with assets exceeding $20 million.
  • Demonstrated ability to handle sensitive and confidential matters with discretion and professionalism.
  • Proven ability to communicate effectively with clients, external professional advisors, and internal partners at all organizational levels.
  • Exceptional verbal, written, and presentation skills.
  • Knowledge of Vanguard investment products and the broader asset management industry preferred.
  • Ability to travel approximately 25%.

Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

What Vanguard employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply