Client Service Associate
$70kGuidepoint
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 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 our community, regardless of background, identity, or experience. 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
$80k - $105k
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...exclusive planning and investment advisory service, and N10° Assets, a creator of wholesale... ...heritage and a commitment to the clients and institutions who entrust capital to... ...Overview N10° is seeking a Client Service Associate to support both N10° Wealth and N10° Assets...SuggestedWork at officeLocal area$64.7k - $120.4k
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...Client Service Associate (Class of 2026) New York, New York, United States Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research...Contract workFor contractorsFor subcontractorSummer workCasual workInternshipH1bWork at officeImmediate startRemote workWorldwideVisa sponsorshipWork visa$35.36k - $90k
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$20 - $25 per hour
...a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work... ...Hanover Bank is looking for a full-time Client Service Associate ("CSA") to join our team. The Client Service Associate enhances...Hourly payFull timeTemporary workWork at officeRemote work- ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking...Remote workFlexible hours
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients and...Work experience placement
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$61.2k - $71.7k
...Up Justice NYC has provided free legal services for low- and moderate-income individuals... ...families throughout New York City. Our clients live in rapidly gentrifying neighborhoods... ...affirmed. Position Summary The Client Services Associate will be responsible for providing direct...Work experience placementLive inWork at officeLocal areaRemote work- ...This role sits within a growing advisory practice at a financial services organization. The firm provides investment and advisory... ...experienced investment professionals who support a large and diverse client base. As the organization continues to grow there are significant...Visa sponsorship
$90k - $110k
...Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable resource for our financial advisor clients and play a critical role in the operational center of Vise; working directly with custodians, acting as the liaison...Work at office- ...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
$56k - $84k
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...We are seeking a reliable and detail‑oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory for office and pantry supplies, while providing support to ensure...Hourly payTemporary workWork at office$55k
...Talener is a full‑service staffing company headquartered in NYC and Boston. We started as a tech‑focused agency in 2007 and have... ..., finance, and accounting positions. Your Career Path The Client Services Associate role is a clear, structured path toward becoming a full...Work experience placementInternship$70k - $110k
...Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration. The ideal candidate will have experience...Work at office- ...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 regular interactions with clients, individuals in this role build...Work at officeLocal area
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$56k - $84k
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$67k - $80k
...management firm based in New York City, with clients nationwide. We offer relationship‑based... ...financial advice and investment services to the LGBTQ+ community. A lot has changed... .... Position Overview As a Client Service Associate (CSA) at Christopher Street Financial, you...Work experience placementWork at office- ...J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client... ...include assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series...
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$18 per hour
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