Client Success Associate
Company: Guardian
Location: Nationwide / Multiple Locations / Remote
About the Role
This role is for someone who likes helping people, staying organized, and being the person who makes things run smoothly behind the scenes.
As a Client Success Associate at Guardian, you’ll support advisors and account teams by keeping client communication clear, tracking details, and making sure nothing falls through the cracks. You won’t be expected to sell, pitch, or hit quotas. Instead, you’ll focus on follow-through, coordination, and building trust with clients over time.
It’s a strong entry point into financial services for graduates who want client-facing experience without high-pressure sales.
What Your Day Might Look Like
- Responding to client questions and routing requests to the right team members
- Helping advisors prepare for client conversations and meetings
- Checking that onboarding steps are completed and documented
- Keeping notes, records, and follow-ups organized
- Supporting small projects that improve the client experience
- Working with teammates to keep accounts moving forward smoothly
You’d Likely Enjoy This Role If You…
- Like working with people but also enjoy structure and organization
- Feel satisfied when you help solve problems or keep things on track
- Communicate clearly and follow through on details
- Want a stable, professional role where you can learn and grow
What You’ll Gain
- A competitive base salary with bonus opportunities
- Full benefits including medical, dental, vision, and 401(k)
- Real experience working with clients in a professional setting
- Training that builds long-term career skills
- Clear paths into client success, account management, or advisory support