Client Service Associate
Guidepoint is a leading research enablement platform that connects investment firms, consultancies, and corporations with subject-matter experts. As an Associate on the Client Service team, you will assess client needs, identify suitable experts, and recruit new experts into Guidepoint’s global network, ensuring a high-quality client experience.
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
- Support Corporate client requests across healthcare, general industry, AI, technology, science, engineering, and other research-intensive topics
- Break down complex client questions into clear expert profiles, sourcing strategies, and screening criteria
- Conduct targeted research to identify professionals with highly specific technical, scientific, healthcare, market, or industry expertise
- 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
- Evaluate whether potential experts have the depth, relevance, and credibility needed for nuanced corporate research requests
- 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
Skills
- Bachelor's degree, with minimum 3.0 GPA or higher required
- Previous relevant internship, volunteer, research, or extracurricular experience
- Interest in corporate research, AI, healthcare, technology, science, engineering, market research, or other complex industry topics
- Demonstrated ability to quickly understand unfamiliar subject matter, synthesize information, and evaluate sources for relevance and credibility
- 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
- 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
- Academic or professional experience in a quantitatively rigorous, analytical, scientific, technical, healthcare, market research, business, economics, engineering, or related field
Benefits
- Yearly bonus of up to $4,000 based on performance
- 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
Company Overview