Client Service Associate

Guidepoint • Phoenix, AZ

2d • Hybrid

About The Position

Guidepoint’s Client Service team connects leading consultancies with the subject-matter experts they need to make informed business 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.

Requirements

• 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
• 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 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

Responsibilities

• 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

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

What This Job Offers

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