Guidepoint
ClientServiceAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Service Associate at Guidepoint. Skills: Client service, Expert recruiting, Research. Recruit new experts. Engage experts for consultations”
Industry & Context.
Problem-solving skills
What They're Looking For.
Must Have
Bachelor's degree, minimum 3.0 GPA, AI fluency, experience using AI-enabled tools, authorized to work in the United States
Nice to Have
Previous relevant internship, volunteer experience, extracurricular experience
What You'll Do.
Engage experts for consultations
Conduct targeted research
Identify relevant subject-matter experts
Conduct phone-based vetting
Conduct screening conversations
Prepare expert profiles
Define sourcing strategies
Manage client requests
Balance competing deadlines
How You'll Work.
Team & Collaboration
Client Service team
Communication Scope
Verbal communication; Written communication
Full Job Description
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 evalu
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