Client Service Associate, Institutional

Overview: 

The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research needs and deliver the experts closest to the topic, often within hours. 

Play a vital role in Guidepoint’s success.

As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 1,750,000 Guidepoint Advisors, determining which ones are best suited to speak with the client. The Associate role provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines through conducting research projects on behalf of major financial institutions. 

This is a hybrid position and can be based out of our Phoenix or San Francisco offices.  

Who We Are:

• Team-oriented and collaborative


• Hard-working professionals who strive for excellence


• Built-in mentorship to help you drive and improve your project work and customer service skills, to deliver excellent results for clients


• Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint


• Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory.

What You Will Own:

• Work with Project Managers to develop strategies for satisfying each client project request


• Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered


• Identify the best leads and invite them to join our network to participate in consultations with our clients


• Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients

Experience You Will Bring:

• Bachelor’s degree, with strong academic track record


• Previous internship/volunteering/extracurriculars


• Work authorization required

Skills You Will Bring:

• Desire to work in a sourcing/lead generation type of role


• Interest in finance, banking, and/or business consulting


• Ability to work in a fast-paced, results-oriented environment


• Excellent time management and organizational skills


• Outgoing personality with the ability to speak with people at all professional levels


• Comfortability with outreach responsibilties including Linkedin messaging and warm/cold phone calls


• Intellectual curiosity and desire to learn


• Excellent written and verbal communication skills


• Demonstrated ability to work both individually and as part of a team

What We Offer:

The annual base salary for this position is $70,000 in San Francisco and $55,000 in Phoenix. Additionally, this position is eligible for a yearly bonus of up to $4,000 based on performance.

You will also be eligible for the following benefits:

• 15 PTO Days, 10 legal holidays, and sick days


• Comprehensive Medical, dental, and vision plans


• Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans


• Commuter benefits and a corporate discounts


• Development opportunities through the LinkedIn Learning platform


• Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office


• Year-round corporate athletic league


• Casual work environment, team building, and other social events

Interview Process:

• Meet your Guidepoint Recruiter!




• Initial Candidate Screen




• Meet the Guidepoint Teams!




• Hiring Manger Interview




• Mock Assessment (Role Dependent)




• Complete a simulated client request and gain more insight into the role




• Interview Process Outcome

About Guidepoint:

Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. 

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. 

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