Client Service Associate

Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint's global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued.

Responsibilities

Recruit new experts into Guidepoint's network and engage them for client consultations; Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts; Lead cold outreach, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration; Define sourcing strategies for each client request based on project scope, urgency, and target expert profile; Manage multiple fast-moving client requests, balancing competing deadlines while maintaining a high standard of execution

Requirements

Bachelor's degree with minimum 3.0 GPA or higher; Previous relevant internship, volunteer, or extracurricular experience; AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication; Ability to use AI-enabled tools thoughtfully and responsibly, with attention to accuracy, confidentiality, data quality, and human judgment; Curiosity about emerging technology and willingness to continue building skills with new tools that improve productivity and client service; Authorization to work in the United States without current or future employer-sponsored visa sponsorship; Ambitious and thrive in competitive and fast-paced environments; Motivated to build client facing careers in consulting, advisory, investment research, account management, customer success or sales; Strong time management and organizational skills; Comfortable engaging senior professionals by phone; Resourceful and intellectually curious; Clear verbal and written communication; Strong problem-solving skills, sound judgment, and ability to work independently and collaboratively

Benefits

15 days of PTO, 10 paid holidays, and sick leave; Comprehensive medical, dental, and vision coverage with flexible spending accounts, supplemental pet insurance, and short- and long-term disability; 401(k) with company match of up to 10% of employee contributions, plus company-sponsored and optional life insurance; Commuter benefits and corporate discounts including gym memberships, ClassPass, and Employee Assistance Program; Unlimited access to self-paced learning through LinkedIn Learning; In-office perks including free snacks and beverages, Thursday Happy Hours, and Summer Fridays; Annual company-sponsored athletic leagues and wellness activities; Charitable giving programs with company-matched contributions and dedicated day of service; Casual work environment with regular team-building events and social activities; Yearly bonus of up to $4,000 based on performance