Client Service Associate
$70kGuidepoint
Client Service Associate
New York, New York, 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.
This hiring track will support Corporate clients across healthcare, general industry, and AI lab-related research needs. Associates in this group should be comfortable working on intellectually complex topics, quickly learning unfamiliar industries, and translating technical, scientific, healthcare, or market research questions into targeted expert-search strategies.
Due to the collaborative nature of the Client Service team, the work schedule is hybrid with four 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
- Support Corporate client requests across healthcare, general industry, AI, technology, science, engineering, and other research-intensive topics
- Break down complex client questions into clear expert profiles, sourcing strategies, and screening criteria
- Conduct targeted research to identify professionals with highly specific technical, scientific, healthcare, market, or industry expertise
- 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
- Evaluate whether potential experts have the depth, relevance, and credibility needed for nuanced corporate research requests
- 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, research, or extracurricular experience
- Interest in corporate research, AI, healthcare, technology, science, engineering, market research, or other complex industry topics
- Demonstrated ability to quickly understand unfamiliar subject matter, synthesize information, and evaluate sources for relevance and credibility
- Academic or professional experience in a quantitatively rigorous, analytical, scientific, technical, healthcare, market research, business, economics, engineering, or related field preferred
- 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
- 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
Successful Associates:
- Are ambitious and thrive in competitive and fast-paced environments
- Are motivated to build client-facing careers in consulting, advisory, investment research, corporate research, account management, customer success, or sales
- Are intellectually curious and energized by technical, scientific, healthcare, emerging technology, and market research topics
- Quickly understand the commercial context behind client requests and identify the most relevant experts
- Can quickly interpret unfamiliar subject matter and determine what type of expert would best answer a client's question
- Use structured thinking and sound judgment to assess expert relevance, not just keyword matches
- 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
- Show foundational AI fluency and are eager to keep building skills with tools that improve research, organization, and execution
- 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 $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. This progression includes a base salary of $75,000, 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
Guidepoint$18 per hour
...Client Services Associate - Mailroom New York, New York, United States Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview...SuggestedWork experience placement$23 per hour
...Client Services Associates / Collectors Concierges We're looking for Client Services Associates / Collectors Concierges to join our Customer Experience team to provide world class customer experience to our customers around the world. This role will work directly with...SuggestedHourly payFull timeWork at officeFlexible hoursShift work- ...Client Service Associate The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates...Suggested
$80k - $95k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...SuggestedWork experience placementWork at office$55k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...Suggested- ...Client Service Associate, Customer Service (Long-Term Care) ECLARO is looking for a Client Service Associate, Customer Service (Long-term Care) for our client in New York, NY. ECLARO's client is one of the largest Insurance Brokerage and Consulting Firms in the United...Work at office
$60k - $65k
...Client Services Associate Brooklyn Defender Services (BDS) is seeking a Client Services Associate to join our team. BDS is a public defense office representing low-income New Yorkers in criminal, family, immigration, and civil legal matters. For nearly 30 years,...Work at officeMonday to FridayFlexible hours$45k - $65k
...Client Service Associate We are seeking a Client Service Associate to support customers with travel coordination, reservation assistance, and overall service excellence. This fully remote role is ideal for individuals who enjoy working with people, staying organized...Remote jobFlexible hours$43 - $45 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Summary The Client...Hourly payContract workWork experience placementWork at office- ...Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and trust. You'll play a critical role in helping clients...
$34.32k - $90k
...Registered Service Associate Registered Service Associates perform operational support and oversight on behalf of the Complex as well as... ...support) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeRemote workHome officeNight shift$64.7k - $120.4k
...Client Service Associate The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements...Minimum wage$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Temporary workWork at officeLocal area$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization...Hourly payFull timeWork at office$18 per hour
...Client Service Associate New York, New York, United States Location: New York, NY 10020 Schedule: Mon - Fri 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office...Full timeTemporary workWork at officeImmediate start$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...Full timeWork at officeLocal areaRemote workWork from homeWorldwide- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate I within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and...
- A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
- Overview Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. Responsibilities Process forms and documentation for custodial related items including opening...
- 6AM City, LLC is looking to hire a Registered Client Service Associate to shape the future of service through enhanced client experiences. This role demands expertise in client support and collaboration with Financial Advisors, ensuring a high standard of service. Applicants...Work at office
$45k - $50k
Join Us Live for a Discussion on Medicare, Democracy, and the Future of Health Care Client Services Associate: Bilingual Spanish and English New York, NY (Hybrid Remote and In-person) The Medicare Rights Center ( ) is a national, nonprofit consumer service organization...Full timeRemote work$20 - $23 per hour
Part-Time Virtual Client Service Associate (10 Hours/Week) Martin’s Financial Consulting Group - A Private Wealth Advisory Practice of Ameriprise Financial Remote | Flexible Schedule About the Role Martin’s Financial Consulting Group is seeking a detail-oriented, tech...Hourly payPart timePrivate practiceRemote work10 hours per weekFlexible hours$28 - $30 per hour
...Employment Type: Contract Industry: Financial Services Job Number: 17477 Field of Expertise:... ...Work Schedule Job Description Our client, a leading independent investment management... ...seeking an experienced Client Service Associate for a 6+ month contract in either Seattle...Contract workRemote work$33.28k - $85k
Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through...Temporary workWork at officeLocal area- 711 MS Smith Barney, LLC is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors in New Jersey. The ideal candidate will have excellent interpersonal skills and assist clients with their everyday needs, building strong...
- Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...Work at officeImmediate start
- ...join their team. In this role, you will serve as a trusted point of contact for high-net-worth clients, ensuring accuracy in account maintenance and delivering exceptional service. The position requires a Bachelor's degree in Finance or Economics, 1-2 years of relevant...
- Framework Ventures is seeking a skilled professional to assist clients and broker partners with service requests in a fast-paced environment. The role requires 1-2 years of experience in the securities industry and a FINRA Series 7 license. Candidates should possess strong...Home office
- JPMorganChase in New York seeks a Client Account Manager to support our Insurance segment, delivering exceptional service to institutional clients. This role involves being the main contact for client servicing needs and ensuring smooth onboarding and compliance processes...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- client services associate New York, NY
- registered client associate New York, NY
- client account associate New York, NY
- client engagement associate New York, NY
- client relationship associate New York, NY
- client success associate New York, NY
- client solutions associate New York, NY
- service lot attendant New York, NY
- site services specialist New York, NY
- service advisor automotive New York, NY
