Guidepoint
Associate,ClientService
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“Associate, Client Service at Guidepoint. Skills: client service, expert matching, recruiting experts, research, client engagement, communication, problem-solving. 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”
What You'll Achieve.
delivering a fast, high-quality client experience; delivering that experience; providing a fast, high-quality client experience; delivering on-demand intelligence and research on request
Industry & Context.
Demonstrate problem-solving skills
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
What They're Looking For.
Must Have
Bachelor's degree, with minimum 3.0 GPA or higher required, 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
Nice to Have
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 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 problem-solving skills, sound judgment, and the ability to work both independently and collaboratively
What You'll Do.
Recruit new experts into Guidepoint’s network and engage them for client consultations
Independently conduct targeted research across LinkedIn
and other public sources to identify relevant subject-matter experts
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
and target expert profile
Manage multiple fast-moving client requests
balancing competing deadlines while maintaining a high standard of execution
How You'll Work.
Team & Collaboration
collaborative nature of the Client Service team; work both independently and collaboratively
Communication Scope
Communicate clearly and professionally, both verbally and in writing
Process & Methodology
Manage multiple fast-moving client requests, balancing competing deadlines
Full Job Description
Overview: 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. 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 prep
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