Guidepoint

ClientServiceAssociate

$70–70k New York, New York, United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Client Service Associate at Guidepoint. Skills: Client service, Expert recruiting, Research. Recruit new experts. Engage experts for consultations”

Industry & Context.

Problems you'll solve

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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