Client Service Associate, Institutional (Class of 2026)

Overview:

Guidepoint's Client Service team connects leading investment firms 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

* 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

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 $55,000. 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 $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

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

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Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location.

Compensation

$55,000 - $55,000 USD

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