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

Client Service Associate (Class of 2026)

$70k

Guidepoint

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 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 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 $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. AI Disclosure For select roles, our company uses an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. The above pilots is for testing purposes and our company will not use AI to make decisions impacting employment . To request a reasonable accommodation due to disability, please contact View email address on click.appcast.io LI-AA1 LI-HYBRID Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Compensation $70,000-$70,000 USD

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate (Class of 2026) in New York, NY vacancy
  • $70k

     ...Client Service Associate (Class of 2026) 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... 
    Suggested
    Temporary work
    Summer work
    Casual work
    Internship
    Work at office
    Worldwide
    Flexible hours

    Guidepoint

    New York, NY
    2 days ago
  • $70k

     ...Overview:  The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions...  ...hours.  Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s... 
    Suggested
    Summer work
    Casual work
    Internship
    Work at office
    Worldwide

    Guidepoint

    New York, NY
    more than 2 months ago
  • $100k - $115k

    Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00 AM Your Future Team LCK Wealth is a growing wealth...  ...build, lead, and scale best-in-class client service and operational... 
    Suggested
    Permanent employment
    Work at office
    Local area

    Hightower Advisors

    New York, NY
    3 days ago
  • $65k - $70k

    2026 Client Services Associate  The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers – and sets... 
    Suggested
    Full time
    Temporary work
    January start
    Local area
    Work visa

    The Trade Desk

    New York, NY
    more than 2 months ago
  • $33.28k - $85k

     ...Client Service Representative Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and...  ...From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    5 days ago
  • $43 - $45 per hour

     ...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for...  ...operations, trading and distribution to provide a best-in-class service experience for all of our clients. We are looking for... 
    Hourly pay
    Contract work
    Work experience placement
    Work at office

    Corps Team

    New York, NY
    3 days ago
  • $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... 
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Shift work

    Collectors Universe

    Jersey City, NJ
    2 days ago
  •  ...Client Services Team Member Proxymity is a pioneering investor communications platform. Our unique, cutting-edge solutions connect global...  ...critical role in delivering professional, multi-faceted, first-class client service to our expanding network of customers and... 

    PROXYMITY LLC

    New York, NY
    2 days ago
  •  ...improvements, data-driven insights, and innovative solutions to enhance client service and operational efficiency Work independently and...  ...strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.... 
    Immediate start

    JPMorganChase

    New York, NY
    2 days ago
  • Client Service Associate - Financial Planning Are you a financial professional with a passion for providing comprehensive wealth management services...  ...and an understanding of investments across various asset classes. Relationship Management: Exceptional relationship... 

    Keystone Distinction Group

    New York, NY
    2 days ago
  • $80k - $100k

    Client Service Associate - Morse, Towey, White and Hoffman 300 Madison Ave, New York, NY 10017, USA Job Description Posted Thursday, February 26, 2026 at 6:00 AM Your Future Team At Morse, Towey, White and Hoffman you will work with a tight-knit team of professionals... 
    Permanent employment
    Work experience placement
    Internship
    Local area
    Relocation
    Monday to Friday
    Flexible hours

    Hightower Advisors

    New York, NY
    17 hours ago
  • $28 - $30 per hour

     ...Contract Industry: Financial Services Job Number: 17477 Field of Expertise...  ...Schedule Job Description Our client, a leading independent...  ...an experienced Client Service Associate for a 6+ month contract in...  ...distribution to provide a best in class service experience for all of... 
    Contract work
    Remote work

    Corps Team

    New York, NY
    1 day ago
  •  ...Client Service Associate I Join our dynamic team as a Client Service Associate I and become a vital part of our mission to elevate our Latin...  ...mitigate risks and taking proactive approach to ensure "Best in Class" results JPMorgan Chase & Co. is an Equal Opportunity... 

    JPMorgan Chase

    Brooklyn, NY
    3 days ago
  •  ...Client Service Associate I Join our dynamic team as a Client Service Associate I and become a vital part of our mission to elevate our Latin...  ...mitigate risks and taking proactive approach to ensure "Best in Class" results About Us JPMorganChase, one of the oldest... 

    Chase

    Brooklyn, NY
    3 days ago
  •  ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and...  ...Client Services department focuses on delivering best in class service to our ultra-high net worth clients. Offering a suite... 
    Weekend work
    Afternoon shift

    Winged Keel Group

    New York, NY
    1 day ago
  • $90k - $110k

     ...Client Service Associate New York, NY Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable...  ...services. Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with... 
    Work at office

    Vise

    New York, NY
    2 days ago
  •  ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan...  ...strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.... 
    Work at office

    Chase

    Jersey City, NJ
    3 days ago
  • $82.5k

     ...to grow the next generation of analytics services professionals through our Analytics Development...  ...the resources to drive your growth as a client service professional and future leader....  .... The anticipated start date is July 2026. Candidates should only apply to one... 
    Full time
    H1b
    Work at office
    Local area

    Veeva

    New York, NY
    1 day ago
  • $48k - $65.3k

    The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors...  ..., Strategic Thinking Anticipated Posting End Date: 2026-06-05 Base Pay Range: $48,000/yr - $65,300/yr Actual base salary... 
    Full time
    Work experience placement
    Work at office

    TIAA

    New York, NY
    4 days ago
  • $100k - $115k

     ...practice within Hightower Advisors, a financial services company. Established in 1988, Treasury Partners provides...  ...located in New York City and services over 500 clients with over $22 billion in client assets as of January 2026. As a growing company, opportunities for... 
    Permanent employment
    Local area

    Hightower Advisors

    New York, NY
    2 days ago
  •  ...A leading company in New York seeks a passionate individual for a role in customer service leadership. This position offers flexibility with work-from-home options, a supportive environment, and opportunities for professional growth through mentorship. The ideal candidate... 
    Remote work
    Work from home

    Medium

    Long Island City, NY
    4 days ago
  •  ...Billing Associate NFP, an Aon company, is a multiple Best Places to Work award winner...  ...responsible for handling the billing for our clients, as well as collaborating with peers...  ...: Experience with client/customer service, preferably in a corporate setting Attention... 
    Full time
    Remote work
    Monday to Friday
    3 days per week

    NFP

    New York, NY
    4 days ago
  • $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 work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    5 days ago
  •  ...Spade Recruiting is seeking individuals for a fully remote customer service role. Responsibilities include managing client communications, scheduling appointments, and conducting virtual presentations for clients. Candidates should have strong interpersonal skills and... 
    Weekly pay
    Remote work

    Spade Recruiting

    New York, NY
    1 day ago
  •  ...missing information. Coordinate kit ordering and off‑site phlebotomy services. Send and resend patient reports per customer requests. Assist...  ...Organized, detail‑oriented problem solver capable of handling client‑facing escalations professionally. Flexibility to work varying... 
    Work at office
    Remote work

    Guardant Health

    New York, NY
    1 hour ago
  •  ...Registered Client Service Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community... 

    Citigroup Inc

    New York, NY
    4 days ago
  •  ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan...  ...Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling... 
    Full time
    Remote work

    Hellosunshinetravels

    New York, NY
    17 hours ago
  • $18 - $18.5 per hour

     ...Client Service Associate New York, New York, United States 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... 
    Temporary work
    Work at office
    Immediate start
    Shift work

    SPS North America Inc

    New York, NY
    17 hours ago
  • $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 work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    2 days ago
  • $45k - $50k

     ...Rights Center ( is a national, nonprofit consumer service organization that works to ensure access to affordable...  ...the Medicare program. The PositionClient Services Associate Medicare Rights is seeking a full-time Client Services Associate. The position will report to the... 
    Full time
    Remote work

    Medicare Rights Center

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate (Class of 2026). Be the first to apply!