Client Service Associate

Job Description

Client Service Associate | Guidepoint

The Tone:
This is an early career, hybrid role at Guidepoint, a leading research enablement platform. Guidepoint advances understanding and empowers decision-making for clients by connecting them with hard-to-source, subject-matter experts from a global network of over 1,750,000 Advisors. This role is central to the Client Service team, focusing on understanding specific client research needs and delivering targeted expert matches, often within hours, to provide a fast, high-quality client experience. It offers significant exposure to a collaborative, results-oriented environment where strong judgment, responsiveness, and multi-priority execution are highly valued.

The TL;DR
• Role: Early Career
• Type: Hybrid
• Location: Hybrid
• Pay: $60000 yearly
• Team: Client Service team
• Mission: To connect leading consultancies with subject-matter experts to support informed business decisions and provide a fast, high-quality client experience.
• Tech Stack: AI-enabled tools

What You’ll Actually Do
• Expert Recruitment: Recruit new subject-matter experts into Guidepoint’s extensive network, engaging them for client consultations to support informed business decisions.
• Targeted Research: Independently conduct thorough research across various public sources, including LinkedIn, press releases, and company websites, to pinpoint relevant subject-matter experts for client projects.
• Vetting & Screening: Lead cold outreach and phone-based vetting conversations with potential experts, carefully screening them to assess their fit for specific client needs and preparing high-quality profiles for client review.
• Strategic Sourcing: Define precise sourcing strategies tailored to each client request, considering project scope, urgency, and the desired expert profile to ensure optimal matches.
• Project Management: Manage multiple fast-moving client requests simultaneously, effectively balancing competing deadlines while consistently upholding a high standard of execution.

The Must-Haves
• Background: A Bachelor’s degree with a minimum 3.0 GPA or higher is required, making this an entry-level opportunity. Applicants must also be authorized to work in the United States without requiring current or future employer-sponsored visa sponsorship.
• Experience: Candidates should possess previous relevant internship, volunteer, or extracurricular experience, demonstrating a foundational understanding of professional environments.
• Skills: Demonstrated AI fluency and practical experience using AI-enabled tools to support various tasks such as research, organization, prioritization, and written communication. This includes the ability to use AI-enabled tools thoughtfully and responsibly, with critical attention to accuracy, confidentiality, data quality, and human judgment. A strong curiosity about emerging technology and a proactive willingness to continuously build skills with new tools that improve productivity and client service are also essential.