Client Service Associate (Class of 2026)
$70kGuidepoint
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 needs and deliver the experts closest to the topic, often within hours. Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 1,750,000 Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role represents their first job post-college, and provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint Work with Project Managers to develop strategies for satisfying each client project request Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered Identify the best leads and invite them to join our network to participate in consultations with our clients Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients Experience You Will Bring: Bachelor’s degree, with strong academic track record Previous internship/volunteering/extracurriculars Skills You Will Bring: Desire to work in a sourcing/lead generation type of role Ability to work in a fast-paced, results-oriented environment Excellent time management and organizational skills Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Excellent written and verbal communication skills Demonstrated ability to work both individually and as part of a team What We Offer: The annual base salary for this position is $70,000. Additionally, this position is eligible for a yearly bonus of up to $4,000 based on performance. You will also be eligible for the following benefits: 15 PTO Days, 10 legal holidays, and sick days Comprehensive Medical, dental, and vision plans Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans Commuter benefits and a corporate discounts Development opportunities through the LinkedIn Learning platform Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office Year-round corporate athletic league Casual work environment, team building, and other social events Interview Process: Initial Candidate Screen Meet the Guidepoint Teams! Mock Assessment (Role Dependent) Complete a simulated client request and gain more insight into the role Interview Process Outcome 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 to 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. #LI-AA1 #LI-HYBRID Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance. Compensation $70,000 - $70,000 USD Create a Job Alert Interested in building your career at Guidepoint? Get future opportunities sent straight to your email. Apply for this job * indicates a required field First Name * Last Name * Email * Phone * Location (City) Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Education School * Select... Degree * Select... Select... Select... Start date year End date month * Select... End date year * LinkedIn Profile How did you hear about this job? Are you legally authorized to work in the United States? * Select... Will you now or in the future require visa sponsorship? (For example, H-1B or other employment-based visa application) * Select... What work options are you open to? * Hybrid Remote Fully Onsite What is your desired compensation? * I would like to receive updates from a recruiter about jobs and/or application activity via SMS. Please answer with Yes or No. You can always reply STOP to opt-out. Select... I understand that neither the completion of this application nor any other part of my consideration for employment establishes any obligation for Guidepoint Global to hire me. If I am hired, I understand that either Guidepoint Global or I can terminate my employment at any time and for any reason, with or without cause and without prior notice. I understand that no representative of Guidepoint Global has the authority to make any assurance to the contrary. I attest by checking the box below that I have given to Guidepoint Global true and complete information on this application. No requested information has been concealed. I authorize the Company to contact references provided for employment reference checks. If any information I have provided is untrue, or if I have concealed material information, I understand that this will constitute cause for the denial of employment or immediate dismissal. * Yes Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. 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. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at . How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. #J-18808-Ljbffr
$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...SuggestedSummer workCasual workInternshipWork at officeWorldwide$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...SuggestedFull timeTemporary workJanuary startLocal areaWork visa- ...Morgan Stanley is seeking a PWM Registered Client Service Associate to provide exceptional client service and administrative support. In this... ...strong interpersonal skills, all while aiming to deliver first-class service in a collaborative environment. #J-18808-Ljbffr...Suggested
$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... ...services. Our exceptional New York team comprises world‑class Ph.D. quants, investment researchers, and engineers with experience...SuggestedWork at office$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites... ...time. The application deadline for this job posting is 07/24/2026. Epsilon is an Equal Opportunity Employer. Epsilon’s policy...SuggestedContract workLocal area- ...Registered Investment Advisor seeks Senior Client Service Associate to join their New York Office. The Senior Associate will work closely with advisors to provide best in class service to their clients. Responsibilities: Serve as the primary point of contact for clients...Work at office
$35k - $85k
Join to apply for the Registered Client Service Associate role at Morgan Stanley 1 day ago Be among the first 25 applicants Join to apply for the... ...Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined...Full timeTemporary workWork at officeLocal area$56k - $84k
...Client Services Associate The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations... ...paid time off. The Company anticipates the application deadline for this job posting will be 7/23/2026. Prodigious WorldwideContract workTemporary workFreelanceLocal areaWorldwideFlexible hours$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client... ...platforms is a plus. Basic understanding of markets, asset classes, portfolio construction, equity compensation, and...Full timeWork at office- ...its collaborative culture, institutional client base, and commitment to excellence in... ...client engagement. The Role The Client Services Associate will play a key role in supporting the... ...investors, you will help deliver a best-in-class client experience while working closely...Work at office
$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 employmentLocal area$80k - $105k
...Group offers a diverse range of financial services, including banking, leasing, securities,... ...corporate, institutional, and municipal clients. It connects a diverse client base to... ...Performs a variety of client service functions associated with supporting the strategic...Work at officeLocal areaRemote workWork from homeWorldwide$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$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$18 - $18.5 per hour
...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$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- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
$70k
...Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject‑matter experts they... ...role in providing a fast, high‑quality client experience. As an Associate on the Client Service team, you will play a central role in...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$35.36k - $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$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 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
- ...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
$70k - $125k
...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...Work at officeLocal area$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$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$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- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot 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
- ...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
$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate (Class of 2026). Be the first to apply!
- client engagement associate New York, NY
- client relationship associate New York, NY
- client services associate New York, NY
- registered client associate New York, NY
- client account associate New York, NY
- client solutions associate New York, NY
- client success associate New York, NY
- service advisor automotive New York, NY
- loan servicing specialist New York, NY
- service consultant New York, NY

