Client Service Associate

<p><span style="font-size: 12pt;"><strong>Overview:</strong></span></p>
<p><span style="font-size: 12pt;">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.</span></p>
<p><span style="font-size: 12pt;">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.</span></p>
<p><span style="font-size: 12pt;"><strong>Who We Are: </strong></span></p>
<ul>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">High-performing team driven by execution, accountability, and consistent client impact</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Team committed to developing talent through hands-on mentorship, coaching, and leadership support</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Workplace that embeds continuous learning and career development as a core part of how we grow and excel</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Guidepoint is passionate about your career growth: <a href="https://bit.ly/3Q5f5mz">Check out our Client Service Career Trajectory</a></span></span></li>
</ul>
<p><span style="font-size: 12pt;"><strong>What You Will Own:</strong></span></p>
<ul>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Recruit new experts into Guidepoint’s network and engage them for client consultations</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">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</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Define sourcing strategies for each client request based on project scope, urgency, and target expert profile</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Manage multiple fast-moving client requests, balancing competing deadlines while maintaining a high standard of execution</span></li>
</ul>
<p><span style="font-size: 12pt;"><strong>What you have:</strong></span></p>
<ul>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Bachelor’s degree, with minimum 3.0 GPA or higher required</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Previous relevant internship, volunteer, or extracurricular experience</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Ability to use AI-enabled tools thoughtfully and responsibly, with attention to accuracy, confidentiality, data quality, and human judgment</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Curiosity about emerging technology and a willingness to continue building skills with new tools that improve productivity and client service </span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">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</span></li>
</ul>
<p><span style="font-size: 12pt;"><strong>Successful Associates:</strong></span></p>
<ul>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Are ambitious and thrive in competitive and fast paced environments</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Are motivated to build client facing careers in consulting, advisory, investment research, account management, customer success or sales</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Quickly understand the commercial context behind client requests and identify the most relevant experts</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Demonstrate strong time management and organizational skills, with the ability to manage multiple priorities under tight deadlines</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Are comfortable engaging senior professionals by phone, building rapport quickly, and assessing fit for client needs</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Are resourceful, intellectually curious, and are driven to continuously learn</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Communicate clearly and professionally, both verbally and in writing</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Demonstrate strong problem-solving skills, sound judgment, and the ability to work both independently and collaboratively</span></li>
</ul>
<p><iframe src="https://player.vimeo.com/video/1124957655?title=0&amp;byline=0&amp;portrait=0&amp;color=8dc7dc" width="425" height="350"></iframe></p>
<p><span style="font-size: 12pt;"><strong>What We Offer: </strong></span></p>
<p><span style="font-size: 12pt;">The annual base salary for this position is $70,000. Additionally, this role is eligible for a yearly bonus of up to $4,000 based on performance.</span></p>
<p><span style="font-size: 12pt;">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<s> </s>includes a base salary of $75,000, eligibility to earn monthly commission on applicable client-facing project work, and<s> </s>earlier direct exposure to clients.</span></p>
<p><span style="font-size: 12pt;"><strong>You will also be eligible for the following benefits:</strong></span></p>
<ul>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">15 days of PTO, 10 paid holidays, and sick leave</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Comprehensive medical, dental, and vision coverage, along with flexible spending accounts, supplemental pet insurance, and short- and long-term disability</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">401(k) with company match of up to 10% of employee contributions, plus company-sponsored and optional life insurance</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Commuter benefits and corporate discounts, including gym memberships, ClassPass, and an Employee Assistance Program (EAP)</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Unlimited access to self-paced learning through LinkedIn Learning</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">In-office perks including free snacks and beverages, Thursday Happy Hours, and Summer Fridays</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Annual company-sponsored athletic leagues and wellness activities</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">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</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Casual work environment with regular team-building events and social activities</span></li>
</ul>
<p><span style="font-size: 12pt;"><strong>Interview Process:</strong></span></p>
<ul>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Initial conversation with a member of the Talent Acquisition team</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Interview with the hiring manager(s)<u> </u></span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Mock assessment</span></li>
<ul>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Complete a timed simulated client request project and gain more insight into the role</span></li>
</ul>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">On-site interview with team members</span></li>
<li style="font-size: 12pt;"><span style="font-size: 12pt;">Final decision and feedback</span></li>
</ul>
<p><span style="font-size: 12pt;"><strong>About Guidepoint: </strong></span></p>
<p><span style="font-size: 12pt;">Guidepoint is a leading research enablement platform designed to advance understanding and empowe

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