Clients Services

As a Retirement Specialist, I had the opportunity to educate and assist clients with one of the biggest moments in their life – retirement. Due to the complexity of the subject matter, I leveraged my technical knowledge and CRM (client relationship management) skills, often taking ownership of unique client situations until resolution.

David R.Business Project Manager

Vanguard's focus on career development and advancement have allowed me to explore different parts of the business, both in client-facing roles and full-time recruiting internships. Whether making a positive impact on investors' lives or helping students and professionals start a rewarding career, Vanguard has allowed me to focus on the things I value.

Jessie S.Client Case Representative

From the moment I shook hands with my recruiter, I felt a sense of meaning behind Vanguard’s mission—to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Finding a company with a strong purpose was important to me. Before Vanguard, I had the opportunity to volunteer as a service missionary for two years in Chile, where because of our strong core purpose and values, we were able to truly make a difference. At Vanguard, my position in our Retail Investor Group provides an opportunity where I see that purpose come to life in my daily interactions with clients. I find it very satisfying to apply the skills from my college days and accounting background as I explain complex topics related to investing.

Joshua F.