Client Service Associate (Bilingual Spanish/English)

Client Service Associate (Bilingual Spanish/English)

Phoenix, Arizona, United States

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 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.

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

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

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

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

The annual base salary for this position is $60,000. 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. 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

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

Guidepoint powers end-to-end research workflows for the world's best research teams.

Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making processfrom developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions.

At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives. We are committed to creating an inclusive and welcoming environment where individuals of all backgrounds, identities, and experiences can contribute and succeed.