Role overview

Guidepoint connects organizations with expert knowledge to support critical business decisions. As a Client Service Associate, you will join a fast-paced team serving financial services, consulting, healthcare, and corporate clients. You will research markets, identify leading experts, and execute on client requests that often require rapid turnaround.

Key responsibilities

Analyze client business questions and conduct market research to identify the most relevant experts for consultation.
Conduct cold outreach and phone conversations with senior professionals to build relationships, address concerns, and secure their participation in client engagements.
Own the end-to-end search process by testing different approaches, proposing ideas to your team, and remaining accountable for successful client outcomes.
Juggle multiple urgent requests simultaneously while maintaining the speed, precision, and care that clients require.
Leverage Guidepoint’s AI-powered research tools to direct workflows, evaluate results, identify gaps, and apply your own judgment before proceeding.
Learn client priorities and nurture relationships that support repeat business and long-term partnership.

Requirements

Bachelor’s degree with demonstrated achievement through work experience, internships, leadership roles, athletics, or other substantial commitments.
Background or coursework in finance, economics, or related fields is valued, though commercial drive and results matter across all academic disciplines.
Authorization to work in the United States without requiring current or future visa sponsorship from an employer.
Competitive mindset with motivation to connect personal performance to business impact and earnings potential.
Ability to prepare thoroughly before conversations, follow through independently, and pivot when initial strategies do not succeed.
Comfort making phone calls to senior professionals, handling rejection, and maintaining momentum.

What makes this role worth considering

You will gain direct exposure to decision makers at major investment firms, consulting companies, and corporations, learning how they approach complex business challenges. The role builds transferable skills in research, communication, persuasion, and project management through hands-on work and mentorship from experienced team members. Strong performers can advance to Client Service Manager roles overseeing their own clients, with opportunities for accelerated progression and monthly commission on client-facing projects.