Client Service Associate (Class of 2027)

Guidepoint•San Francisco, CA

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 suitable experts, and recruit them into Guidepoint’s global network. This role is in a dynamic, results-oriented environment that values 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
Experience using 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

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