Client Service Associate (Class of 2027)

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About the role

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 • Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory 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 • AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication • Ability to use AI-enabled tools thoughtfully and responsibly, with attention to accuracy, confidentiality, data quality, and human judgment • Curiosity about emerging technology and a willingness to continue building skills with new tools that improve productivity and client service • 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 ar

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