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
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 evaluate their fit for specific client projects and prepare high-quality profiles for client consideration
Define sourcing strategies for each client request based on project scope, urgency, and target expert profile
Manage multiple fast-moving client requests, balancing competing deadlines while maintaining a high standard of execution
What you have:
Bachelor's degree, with minimum 3.0 GPA or higher required
Previous relevant internship, volunteer, or extracurricular experience
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
Successful Associates:
Are ambitious and thrive in competitive and fast paced environments
Are motivated to build client facing careers in consulting, advisory, investment research, account management, customer success or sales
Quickly understand the commercial context behind client requests and identify the most relevant experts
Demonstrate strong time management and organizational skills, with the ability to manage multiple priorities under tight deadlines
Are comfortable engaging senior professionals by phone, building rapport quickly, and assessing fit for client needs
Are resourceful, intellectually curious, and are driven to continuously learn
Communicate clearly and professionally, both verbally and in writing
Demonstrate strong problem-solving skills, sound judgment, and the ability to work both independently and collaboratively
What We Offer:
The annual base salary for this position is $55,000. Additionally, this role is eligible for a yearly bonus of up to $4,000 based on performance.
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.
You will also be eligible for the following benefits:
15 days of PTO, 10 paid holidays, and sick leave
Comprehensive medical, dental, and vision coverage, along with flexible spending accounts, supplemental pet insurance, and short- and long-term disability
401(k) with company match of up to 10% of employee contributions, plus company-sponsored and optional life insurance
Commuter benefits and corporate discounts, including gym memberships, ClassPass, and an Employee Assistance Program (EAP)
Unlimited access to self-paced learning through LinkedIn Learning
In-office perks including free snacks and beverages, Thursday Happy Hours, and Summer Fridays
Annual company-sponsored athletic leagues and wellness activities
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
Casual work environment with regular team-building events and social activities
Interview Process:
Initial conversation with a member of the Talent Acquisition team
Interview with the hiring manager(s)
Mock assessment
Complete a timed simulated client request project and gain more insight into the role
On-site interview with team members
Final decision and feedback
About Guidepoint:
Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients turn answers into action.
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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Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location.
Compensation
$55,000-$55,000 USD