Client Service Associate (Class of 2027)

Guidepoint • Boston, MA

7d • Hybrid

About The Position

Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with subject-matter experts for informed decision-making. The Associate plays a central role in delivering a fast, high-quality client experience by learning to assess client needs, identify expert matches, and recruit new experts into Guidepoint’s network. This role is in a dynamic, results-oriented environment valuing strong judgment, responsiveness, and the ability to manage multiple priorities. The work schedule is hybrid, requiring three days in the office.

Requirements

• 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.
• Ambitious and thrive in competitive and fast paced environments
• 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
• Comfortable engaging senior professionals by phone, building rapport quickly, and assessing fit for client needs
• Resourceful, intellectually curious, and 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

Nice To Haves

• Experience using AI-enabled tools to support research, organization, prioritization, and written communication
• Curiosity about emerging technology and a willingness to continue building skills with new tools that improve productivity and client service

Responsibilities

• Recruit new experts into Guidepoint’s network and engage them for client consultations
• Conduct targeted research across various public sources to identify relevant subject-matter experts
• Lead cold outreach, phone-based vetting, and screening conversations with experts
• Evaluate expert 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

Benefits

• 15 days of PTO
• 10 paid holidays
• Sick leave
• Comprehensive medical, dental, and vision coverage
• Flexible spending accounts
• Supplemental pet insurance
• Short- and long-term disability
• 401(k) with company match of up to 10% of employee contributions
• Company-sponsored and optional life insurance
• Commuter benefits
• 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
• Dedicated day of service for all employees
• Casual work environment with regular team-building events and social activities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level