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Operations Specialist

Job Description - Operations Specialist

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.  


Who We Are:  



  • Team-oriented and collaborative

  • Hard-working professionals who strive for excellence

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


What YOU will own: 



  • Coordinate with advisors and clients to confirm telephone consultations

  • Leave messages and follow up with Advisors to expedite scheduling projects

  • Maintain an updated status of client telephone consultations

  • Communicate with advisors and convince them to participate phone consultations

  • Qualify Advisors via questionnaire to confirm if they are appropriate for consultations

  • Understand and interpret client compliance restrictions and proactively apply them in advisor communications

  • Follow multiple work streams to help Project Managers track progress on projects

  • Assist with ad-hoc requests 


Experience YOU will bring: 



  • 1-3 years of previous work experience dealing in a high call volume environment 


Skills YOU will bring: 



  • Attention to detail and excellent follow-up skills required

  • Strong aptitude for developing systems of organization

  • Excellent time management skills and able to multi-task

  • Ability to work as part of an international team and independently

  • Excellent sense of urgency and responsiveness 


WHAT WE OFFER: 



  • You will also be eligible for the following benefits:

  • Gain opportunities to master core career skills, including multi-tasking, interpersonal skills, time management, and more.

  • Gain extensive exposure to new industries and hot topics and interact with experts in different industries.

  • Strong team support, comprehensive training plans, and targeted mentorship to ensure your career advancement.

  • Medical coverage, central office location, competitive salary, and young and interesting working atmosphere.

  • Development opportunities through the LinkedIn Learning platform.

  • Free snacks, fruits, and drinks in the company pantry also other social events. 


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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