Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Associate (Class of 2027)

$60k

Guidepoint

Client Service Associate (Class of 2027)

Phoenix, Arizona, United States

Guidepoint's Client Service team connects leading consultancies with the subject-matter experts they need to make informed business decisions. By understanding each client's specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience.

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. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required.

Who We Are:

  • High-performing team driven by execution, accountability, and consistent client impact
  • Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate
  • Team committed to developing talent through hands-on mentorship, coaching, and leadership support
  • Workplace that embeds continuous learning and career development as a core part of how we grow and excel
  • Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership
  • Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory

What You Will Own:

  • 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

What You Have:

  • Bachelor's degree, with minimum 3.0 GPA or higher required
  • 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 a willingness to continue building skills with new tools that improve productivity and client service
  • Applicants must be authorized to work in the United States without the need for current or future employer-sponsored visa sponsorship. Guidepoint does not provide employment-based visa sponsorship for this role

Successful Associates:

  • Are ambitious and thrive in competitive and fast paced environments
  • Are motivated to build client facing careers in consulting, advisory, investment research, account management, customer success or sales
  • Quickly understand the commercial context behind client requests and identify the most relevant experts
  • Demonstrate strong time management and organizational skills, with the ability to manage multiple priorities under tight deadlines
  • Are comfortable engaging senior professionals by phone, building rapport quickly, and assessing fit for client needs
  • Are resourceful, intellectually curious, and are driven to continuously learn
  • Communicate clearly and professionally, both verbally and in writing
  • Demonstrate strong problem-solving skills, sound judgment, and the ability to work both independently and collaboratively

What We Offer:

The annual base salary for this position is $60,000. Additionally, this position is eligible for a yearly bonus of up to $4,000 based on performance.

For strong performers, this role offers an accelerated path to greater responsibility and increased earnings potential. High-performing Associates may be promoted to a Project Manager after as little as six months, based on consistently delivering strong performance and professional readiness. This progression includes a base salary of $65,000, eligibility to earn monthly commission on applicable client-facing project work, and earlier direct exposure to clients.

You will also be eligible for the following benefits:

  • 15 days of PTO, 10 paid holidays, and sick leave
  • Comprehensive medical, dental, and vision coverage, along 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 an Employee Assistance Program (EAP)
  • 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 to eligible tax-exempt organizations, in accordance with company guidelines, including a dedicated day of service for all employees
  • Casual work environment with regular team-building events and social activities

Interview Process:

  • Initial conversation with a member of the Talent Acquisition team
  • Interview with the hiring manager(s)
  • Mock assessment
    • Complete a timed simulated client request project and gain more insight into the role
  • On-site interview with team members
  • Final decision and feedback

About Guidepoint:

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients turn answers into action.

Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600+ employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.

Guidepoint
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate (Class of 2027) in Phoenix, AZ vacancy
  • POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private...  ...MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan... 
    Suggested
    Work at office
    Local area

    PowerToFly

    Phoenix, AZ
    18 hours ago
  •  ...Location: Phoenix, AZ Work Arrangement: In-office OR Hybrid Day in the Life Works on a team to provide accounting services for clients from a multi-faceted approach. Actively handles day‑to‑day accounting needs for clients, functioning as their accounting department.... 
    Suggested
    Work at office
    Local area

    Eide Bailly

    Phoenix, AZ
    6 hours ago
  •  ...Client Services Associate (Remote) Phoenix, Arizona, United States Or refer someone Job Openings Client Services Associate (Remote) About the Job TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel experiences... 
    Suggested
    Remote job
    Flexible hours

    TravelingMedic Consulting

    Phoenix, AZ
    2 days ago
  •  ...Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service. We specialize in vacation packages, cruises, all-inclusive resorts... 
    Suggested
    Remote work
    Flexible hours

    Hello Sunshine Travels

    Phoenix, AZ
    1 day ago
  • $19 per hour

     ...Client Service Associate National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers' evolving needs. We offer home, auto and accident and health insurance, as well as other specialty... 
    Suggested
    Work at office
    Shift work

    Allstate

    Phoenix, AZ
    4 days ago
  • $50k - $54k

     ...Client Service Associate Catch Vibe Voice is a forward-thinking communications firm dedicated to helping brands craft meaningful narratives and build impactful connections. We specialize in strategic messaging, content development, and comprehensive communication solutions... 

    Alphabe Insight

    Phoenix, AZ
    2 days ago
  • A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional service and support to Financial Advisors in Phoenix, Arizona. The ideal candidate will have strong communication skills, a client-first mindset, and expertise in... 

    PowerToFly

    Phoenix, AZ
    18 hours ago
  • Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to financial advisors and clients, supporting daily account activity, onboarding, and digital tool enrollment. You will handle money movements, respond to client inquiries, maintain... 

    Morgan Stanley

    Phoenix, AZ
    2 days ago
  • $16.54 - $22.67 per hour

     ...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping...  ...transactions and building strong relationships? As a Client Services Associate, you’ll be at the forefront of our commitment to exceptional... 
    Hourly pay
    Local area

    Triumph Financial, Inc.

    Phoenix, AZ
    1 day ago
  • $75k - $90k

     ...Broadridge team. Broadridge is Growing! We are seeking a Sr Client Services Representative who will be responsible for managing a book...  ...environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe... 
    Local area
    Immediate start
    Remote work
    2 days per week

    Broadridge

    Phoenix, AZ
    1 day ago
  • Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical Work Schedule: Mondays to Fridays, 8:00AM...  ...hands-on work, this role is for you. As a Client Services Associate (Mail & Print) , you’ll support essential workplace functions... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday

    SPS-North America

    Phoenix, AZ
    2 days ago
  • Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, processing money movements, onboarding clients, and maintaining records with strong attention to detail... 

    Morgan-Stanley

    Phoenix, AZ
    18 hours ago
  • Castle Biosciences Inc. is growing, and we are looking to hire a full-time Clinical Services, Client Services Associate working from our Phoenix, AZ office location, with a start date of August 1, 2026. Exceptional Benefits Package: Excellent Annual Salary + 20% Bonus... 
    Full time
    H1b
    Work at office
    Visa sponsorship
    Work visa
    Monday to Friday

    castlebiosciences

    Phoenix, AZ
    1 day ago
  • Triumph Financial, Inc. is seeking a Client Services Associate for TBK Bank in Arizona. You will facilitate accurate financial transactions, profile customers, and help build strong relationships while delivering exceptional service to drive loyalty and cross-selling opportunities... 

    Triumph Financial, Inc.

    Phoenix, AZ
    1 day ago
  • Location: Phoenix, AZ Work Arrangement: In-office OR Hybrid Day in the Life Works on a team to provide accounting services for clients from a multi-faceted approach. Actively handles day‑to‑day accounting needs for clients, functioning as their accounting department... 
    Work at office
    Local area

    Eide Bailly

    Phoenix, AZ
    1 day ago
  •  ...Client Service Representative At Client, we're guided by a common purpose to help make financial lives better by connecting clients and...  ...meeting and/or exceeding critical performance standards. A world-class suite of employee benefits, including tuition and child care... 
    Immediate start
    Shift work

    HireTalent

    Phoenix, AZ
    2 days ago
  • Charles Schwab is seeking a Client Technical Support Associate to assist clients with online access and navigation of Schwab's website, systems, and...  .... The role emphasizes one-call resolution and friendly service. The successful candidate will have at least one year of... 

    Charles Schwab

    Phoenix, AZ
    3 days ago
  • $16.5 - $17.5 per hour

     ...Service Associate - Night Phoenix, AZ: N Central Ave / Osborn Rd EōS Fitness is bold, upbeat, and motivating. Not only in our fitness...  ...with necessary supplies. Process payments for memberships, classes, and retail items. Follow safety protocols and procedures... 
    Hourly pay
    Daily paid
    Full time
    Part time
    Flexible hours
    Night shift

    EŌS Fitness

    Phoenix, AZ
    4 days ago
  • $235k - $400k

     ...Attorney to join its Litigation group, Product Liability, Mass Torts & Class Actions subgroup, to work with its Class Actions group. This...  ...to:Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties;Produce deliverables... 
    Full time
    Work at office
    Relocation
    Relocation package

    DLA Piper

    Phoenix, AZ
    1 day ago
  •  ...Workplace Experience Associate As a Workplace Experience Associate, you'll be responsible for delivering world-class customer service experience to employees and guests of a designated building. Your typical working day will include supporting office services operations... 
    Work at office

    Veterans Sourcing Group

    Phoenix, AZ
    1 day ago
  •  ...Enrollment Services Associate The Enrollment Services Associate is responsible for ensuring all prospective and enrolled students receive...  ...of information and documents required before starting classes. Is prepared for and participates effectively in student... 
    Work at office

    Carrington College

    Phoenix, AZ
    1 day ago
  •  ...CS&S T2 Hotline Support Team Retirement Services is responsible for providing expertise on...  ...trust while minimizing risk by owning every client interaction through clients' eyes. As...  ...elections. You will provide "best in class" service by: Having a passion for client... 
    Work experience placement
    Work at office

    Charles Schwab Inc.

    Phoenix, AZ
    2 days ago
  • $77k - $214k

     ...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax... 
    Full time
    H1b

    PwC

    Phoenix, AZ
    1 day ago
  •  ...About Thompson Law At Thompson Law, we are committed to delivering exceptional results and world-class client service for individuals whose lives have been impacted by serious injuries. Our rapid growth is built on a team of talented professionals who are passionate... 
    Work at office
    Local area

    Thompson Law Injury Lawyers

    Phoenix, AZ
    2 days ago
  • $19.23 - $24.28 per hour

    Student Services Specialist (Short-Term) Admissions & Records Job ID:...  ...a projected end date of 06/30/2027, with renewal based on available...  .... Minimum Qualifications Associate’s Degree from a regionally accredited...  ...Positions in this class typically require: reaching, standing... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work experience placement
    Summer work
    Work at office
    Remote work
    Work visa
    Monday to Friday
    Flexible hours
    Weekend work
    Afternoon shift

    Maricopa Community College district

    Phoenix, AZ
    3 days ago
  •  ...skills as well as industry knowledge to help clients obtain their financial goals and plan...  ...educate clients regarding products and services, monitor client activity and performance...  ...Must-have 3+ years of Registered Client Associate experience or related industry... 
    Full time
    Flexible hours

    RBC

    Phoenix, AZ
    1 day ago
  •  ...recruiting firm is seeking entry-level candidates for a customer service role in Phoenix, AZ. The position involves a full-time training...  ...will have a degree in finance or economics and a passion for client service. This role offers competitive pay along with a range of... 
    Full time

    SoTalent

    Phoenix, AZ
    3 days ago
  • $59.61k - $76.66k

    About The Role The Client Service Assistant Manager will have overall responsibility for supervising a contact center that reinforces our brand...  ...feedback aimed at providing clients with a best-in-class experience Provide communication and follow up to ensure team... 
    Work at office
    Flexible hours

    The RealReal

    Phoenix, AZ
    18 hours ago
  •  ...seeks an Attorney to join its Proposition 65 practice. This non-partnership track role is part of the Product Liability, Mass Torts & Class Actions group, with a hybrid work arrangement. Requirements include a JD and admission to the California bar, at least 3 years of... 

    BCG Attorney Search

    Phoenix, AZ
    1 day ago
  • $22.02 - $33.08 per hour

     ...Sr Client Service Rep Company: Cox Automotive - USA Job Family Group: Customer Care Group Management Level: Individual Contributor...  ...sustainable relationships and engage clients by providing best-in-class service Meet and/or exceed established key performance... 
    Hourly pay
    Remote work
    Visa sponsorship
    Flexible hours
    Shift work

    Cox Enterprises

    Phoenix, AZ
    18 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate (Class of 2027). Be the first to apply!