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60 Vanguard Group Client Relationship Associate Jobs Hiring Near You

Vanguard Group, Inc.

Financial Advisor

Dallas, TX · On-site

Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites ... Cultivate deep client relationships and high satisfaction through personalized interactions ...

Vanguard Group

Manager, Financial Advisors

Dallas, TX · On-site

... client relationships, expand wallet share, and enhance loyalty through proactive service and value-added insights. * Ensure regulatory compliance and uphold Vanguard's fiduciary standards in all ...

Vanguard Group

Senior Strategy Consultant

Malvern, PA · On-site

Participates in department-level planning for Vanguard, contributing insights derived from analysis and synthesis of the team. Manages client relationships and anticipates needs. * Conducts efficient ...

Vanguard Group

Financial Advisor Manager

Dallas, TX · On-site

... client relationships, expand wallet share, and enhance loyalty through proactive service and value-added insights. * Ensure regulatory compliance and uphold Vanguard's fiduciary standards in all ...

Vanguard Group

Financial Consultant (Sales)

Dallas, TX · On-site

... client success, your strategic sales mindset, and your consultative approach to deepen relationships, uncover opportunity, and help clients get the most out of what Vanguard offers. You'll also ...

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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 out here.
52% of people say they often feel stressed out 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?

Ultra High Net Worth Client Case Representative, Senior Associate

Vanguard Group, Inc.

Malvern, PA • On-site

$84K - $92K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

In this role, you will:
  • Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance.
  • Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers.
  • Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions.
  • Collaborate across teams to maintain and enhance the UHNW client experience.
  • Document client and team feedback to support continuous service improvement with the business.
  • Build expertise in Vanguard products, services, and industry trends to guide clients effectively.

What It Takes
  • Minimum of three years' experience in Financial Services; client service experience preferred.
  • Undergraduate degree or equivalent combination of training and experience.
  • Active SIE and FINRA Series 7 license, and either the Series 66 or the ability to obtain the Series 66 within 90 days of joining.
  • Ability to build trust and rapport with clients, using a consultative sales model to uncover needs and deliver meaningful solutions.
  • Confidence in discussing portfolio allocation, investment cost basis, asset location, and mutual fund trade basics.

How We Will Support You
  • Fully paid training and coaching to help you obtain required licenses.
  • Dedicated onboarding to Vanguard's Advice & Wealth Management business and working model.
  • Access to development resources, mentorship, and corporate learning opportunities-including support for professional designations such as the CFP-to help you build expertise and grow your career within Advice & Wealth Management

Qualifications:
  • Minimum of three years related work experience in the Financial Services industry.
  • Experience in client services preferred.
  • Undergraduate degree or equivalent combination of training and experience required.
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Why Vanguard
At Vanguard, we believe in supporting our "crew" personally through all life stages.
Total potential compensation for this role is $84,000-$92,000 ($70,000-78,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards. If you are bringing your active SIE, Series 7 & Series 66 licenses into the role, you will receive a $20,000 licensing bonus
In addition, Vanguard provides a competitive benefits package to all employees. Some of our benefits include:
  • World class training and development programs to equip you with the tools to take the FINRA Series 66.
  • A $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses.
  • An annual bonus (known internally as Partnership) based on company performance.
  • 18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO.
  • Industry-leading retirement savings - up to 4% matched contributions, and 10% employer contribution without condition.
  • Best-in-class medical, dental, and vision coverage with on-site health perks:
    • CrewCare: our own onsite health-clinic for you and your loved ones.
    • ShipShape: onsite fitness center.
    • LYRA: a program to provide care for your emotional and mental health - how, when, and where you need it, at no cost to you.
  • Education benefits including tuition reimbursement designed to support you in furthering your education.
  • Strong parental leave, including adoption and surrogacy, benefits - because we know every family looks different!

For a deeper look into our benefits, please visit our Why Vanguard page!
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

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