Client Service Associate, Consulting
$55kGuidepoint
Client Service Associate, Consulting
Phoenix, Arizona, United States
Guidepoint's Client Service team connects leading consultancies with the subject-matter experts they need to make informed business 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
Ambitious and thrive in competitive and fast paced environments
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
Comfortable engaging senior professionals by phone, building rapport quickly, and assessing fit for client needs
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 $55,000. Additionally, this position 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 $62,000, 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 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.
Guidepoint- ...Client Services Associate (Remote) Phoenix, Arizona, United States Or refer someone Job Openings Client Services Associate (Remote) About... ...scheduling Comprehensive training and ongoing support Supportive team environment Or refer someone TravelingMedic ConsultingSuggestedRemote jobFlexible hours
$18 per hour
...Deutschland GmbH is hiring for a Customer Service Representative in Phoenix, Arizona. This... ...involves providing quality service to clients through various channels, while maintaining... ...solid knowledge of Paychex products. An Associate's Degree is preferred, and starting pay...SuggestedHourly pay$60k - $70k
...Client Service Associate Department: Financial Services Employment Type: Full Time Location: Phoenix, AZ Reporting To: Tamara Compensation: $60,000 - $70,000 / year Description The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering...SuggestedFull timeInternship- ...DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA...SuggestedWork at officeLocal area
- ...Mariner Advisor Network is recruiting for a Client Service Associate to join One2One Wealth Strategies in Scottsdale, AZ. *** Mariner Advisor Network serves as a strategic partner to One2One Wealth Strategies. *** About One2One Wealth Strategies Headquartered in Scottsdale...SuggestedFull timeFixed term contractMonday to Friday
- ...Job Title Registered Client Service Associate (Series 7 required) – Scottsdale, AZ Overview A Scottsdale-based investment firm seeks a Registered Client Service Associate to support two Senior Financial Advisors, assisting with day-to-day operational support for their...Full time
$14 - $16 per hour
...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as...Hourly payLocal areaFlexible hours$19 per hour
...Client Service Associate National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers' evolving needs. We offer home, auto and accident and health insurance, as well as other specialty...Work at officeShift work- ...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 Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office
$50k - $54k
...Client Service Associate Catch Vibe Voice is a forward-thinking communications firm dedicated to helping brands craft meaningful narratives and build impactful connections. We specialize in strategic messaging, content development, and comprehensive communication solutions...- A wellness company in Scottsdale is looking for a motivated Client Services Associate. In this role, you will provide exceptional customer service, assist with appointment scheduling, and ensure a positive experience for clients seeking IV hydration and vitamin therapy....
- A financial services firm in Scottsdale, AZ is looking for a Registered Client Service Associate to assist Senior Financial Advisors. The role involves managing client onboarding, providing day-to-day operational support to high-net-worth clients, and participating in...
- Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness? IV Nutrition Scottsdale is searching for a motivated and enthusiastic Client Services Associate to join our team! In...Full timePart time
- Vanguard is seeking a Client Service Excellence Center associate in Scottsdale, AZ. In this role, you will assist clients with their financial inquiries through inbound calls while providing exceptional service. This position offers a total compensation range of $60,50...Remote job
$75k - $90k
Senior Client Services Representative At Broadridge, we empower others to accomplish more. We are looking for a Sr Client Services Representative... ...Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color,...Local areaImmediate start- A financial services firm in Scottsdale is seeking a Client Support Specialist to enhance client relationships and provide administrative support. Key responsibilities include onboarding clients, answering inquiries, managing schedules, and participating in training initiatives...
- Morgan Stanley, located in Scottsdale, Arizona, seeks a Registered Client Service Associate to provide exceptional service to clients. Key responsibilities include client relationship management, executing transactions, and supporting Financial Advisors. The ideal candidate...
- Dormont Manufacturing Co in Phoenix, Arizona, is seeking a Client Service Support professional to provide exceptional service to multiple Financial Advisors. The successful candidate will be the primary contact for the bank's clients, addressing service needs and customizing...
- Location: Phoenix, AZ Work Arrangement: In-office OR Hybrid Day in the Life A typical day in the life as a Client Accounting Services Associate in Phoenix, AZ might include the following: Works on a team to provide accounting services for clients from a multi-faceted...Work at officeLocal areaVisa sponsorship
- ...role involves working with different associations, explaining benefits, and providing support... ...work-life balance Pre-qualified client consultations provided — no cold outreach required Comprehensive... ...and professional development Customer service or client-facing experience is helpful...Remote workWork from homeFlexible hours
$55k
...Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts... ...in Guidepoint’s success. As an Associate on the Client Service team, you will understand... ...to join our network to participate in consultations with our clients Screen experts to...Summer workCasual workInternshipWork at officeWorldwide- ...Job Title Responsibilities: Process and resolve client-related requests through backend systems and workflow tools (e.g., BPM,... ...high volume of cases, ensuring work is completed within defined service levels Partner with internal teams to resolve issues and ensure...
$17 - $18 per hour
Client Success Support Associate (Career Growth Opportunity) Location: Scottsdale, AZ (100% Onsite) Launch Your Career with a Company That Invests... ...resolve client needs Develop expertise in company products, services, and business processes Build strong communication,...Monday to FridayFlexible hours- ...Client Services Representative Identifies complaints, investigates and responds to client requests by email and written response. Completes transactions to resolve client needs. May escalate issues. Responsibilities: Researches and resolves complex client issues...Work experience placementVisa sponsorship
$70k - $115k
Institutional Infrastructure Solutions (IIS) is a new business unit that provides world-class service to Morgan Stanley’s institutional clients including Multi-Family Offices and the Graystone business. IIS supports clients in partnership with Morgan Stanley’s Fund Services...Contract workTemporary workWork at officeFlexible hours- Responds to client requests by phone, email and written response. Completes transactions to resolve client needs. May elevate issues.... ...clients. Develop basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry. Participate...Work experience placementVisa sponsorship
$23 per hour
...Description ***$500 SIGN-ON BONUS*** Paid half at 90-days; half at 6-months SAGE Counseling is looking for a Full-Time Client Services Associate - Flex Support position. This is a Full-Time FLEX SUPPORT position with consistent hours with the opportunity to work...Full timeWork at officeRelocation packageMonday to ThursdayFlexible hours- ...Job Description What is the opportunity? As a Registered Client Associate(RCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will embrace our core values and inclusive culture, becoming a trusted resource to clients, advisors, and the branch team. In...Full timeWork at officeFlexible hours
- AO Globe Life is seeking motivated individuals for a fully remote role that involves conducting virtual consultations with clients. You will explain benefits and provide support to families, ensuring they receive guidance on their needs. Ideal candidates will have strong...Remote jobFlexible hours
- Talent Edge Recruiting is hiring an Entry-Level Client Success Support Associate in Scottsdale, AZ. This role is an excellent opportunity for recent graduates to build a career in the FinTech industry, providing support to business clients. As a key contact for clients...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate, Consulting. Be the first to apply!
- client success associate Phoenix, AZ
- client services associate Phoenix, AZ
- client account associate Phoenix, AZ
- client relationship associate Phoenix, AZ
- client solutions associate Phoenix, AZ
- office service associate Phoenix, AZ
- transaction services specialist Phoenix, AZ
- guest services associate Phoenix, AZ
- service advisors Phoenix, AZ
- food service officer Phoenix, AZ

