Client Service Associate, Institutional

Guidepoint•San Francisco, CA

7d•$70,000 - $70,000•Hybrid

About The Position

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 out of our San Francisco office . 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.

Requirements

Bachelor’s degree, with strong academic track record
Previous internship/volunteering/extracurriculars
Work authorization required
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 responsibilites 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

Responsibilities

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

Benefits

The annual base salary for this position is $70,000. 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