Client Relationship Associate

Client Relationship Associate

Company: Guardian
Location: Nationwide / Multiple Locations / Remote

About the Role
Guardian is seeking a Client Relationship Associate to support account executives and advisors in managing client relationships. This role is ideal for graduates interested in client-facing work within the financial services industry.

What You’ll Do
Serve as the first point of contact for client inquiries.
Assist senior advisors with presentations, proposals, and follow-ups.
Maintain accurate client records and ensure seamless communication.
Support onboarding of new clients and coordinate account activities.
Contribute to client retention and growth initiatives.

What You’ll Bring
Bachelor’s degree in business, finance, or related field.
Strong communication and interpersonal skills.
Ability to multitask and manage client needs in a fast-paced environment.
Detail-oriented with strong organizational skills.
Prior internship or customer-facing experience a plus.

What You’ll Gain
Competitive base salary plus performance-based incentives and bonuses.
Access to comprehensive benefits including medical, dental, vision, and 401(k).
Exposure to client-facing financial services without direct sales quotas.
Training in account management and financial products.
Pathway to careers in client relations, account management, or advisory roles.