Client Service Associate

Overview 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. 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 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. 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. Qualifications Bachelor’s degree with a 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 needing current or future employer‑sponsored visa sponsorship. Guidepoint does not provide employment‑based visa sponsorship for this role. Success Traits Ambitious and thrives in competitive and fast‑paced environments. Motivated to build client‑facing careers in consulting, advisory, investment research, account management, customer success, or sales. Quickly understands the commercial context behind client requests and identifies the most relevant experts. Demonstrates strong time management and organizational skills, with the ability to manage multiple priorities under tight deadlines. Comfortable engaging senior professionals by phone, building rapport quickly, and assessing fit for client needs. Resourceful, intellectually curious, and driven to continuously learn. Communicates clearly and professionally, both verbally and in writing. Demonstrates strong problem‑solving skills, sound judgment, and the ability to work both independently and collaboratively. Compensation & Benefits The annual base salary for this position is $70,000. Additionally, this role 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. Promotion includes a base salary of $75,000, eligibility to earn monthly commission on applicable client‑facing project work, and earlier direct exposure to clients. Benefits include: 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. 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. EEO Statement As set forth in Guidepoint’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. #J-18808-Ljbffr