Client Service Associate (Bilingual Spanish/English)

Guidepoint•Phoenix, AZ

8d•Hybrid

About The Position

Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with subject-matter experts to inform business and investment decisions. The team plays a critical role in providing a fast, high-quality client experience by understanding specific research needs and delivering targeted expert matches, often within hours. 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. 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. 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
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 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

Nice To Haves

Bilingual Spanish/English

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
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
A dedicated day of service for all employees
Casual work environment with regular team-building events and social activities