Role overview

Guidepoint is a research firm that connects organizations with expert insights to support critical business decisions. The Client Service Associate role is a fast-paced position focused on identifying and engaging world-leading experts to meet client research needs across financial services, consulting, healthcare, and corporate sectors. You will research markets, conduct outreach, and manage client requests that can shift rapidly while building skills toward a career in client relationship management.

Key responsibilities

Research client business questions and market conditions to identify the most appropriate experts for consultations.
Lead phone outreach and conversations with senior professionals to explain client needs, build rapport, overcome objections and secure their participation.
Own search results by testing new approaches, sharing ideas with your team and remaining accountable for successful client outcomes.
Manage multiple concurrent requests while meeting client expectations for speed, accuracy and thoroughness.
Use AI-enabled research tools to advance work, design clear workflows, evaluate results and apply independent judgment before taking action.
Learn and track each client’s business priorities to develop trusted relationships that support long-term partnerships.

Requirements

Bachelor’s degree with demonstrated achievement through work experience, internships, leadership roles, athletics or other rigorous commitments.
Coursework or background in finance, economics or related fields is relevant, though commercial drive and results matter across all academic backgrounds.
Authorization to work in the United States without requiring current or future employer-sponsored visa sponsorship.
Strong phone communication skills and comfort engaging with senior professionals across industries.
Ability to prepare thoroughly for conversations, follow through on commitments and adapt approaches when initial methods do not succeed.
Curiosity about how businesses and markets operate and motivation to turn research into better client outcomes.

What makes this role worth considering

This position offers direct exposure to decision-makers at major investment firms, consultancies and corporations, giving you insight into how leading organizations approach complex business questions. You will develop transferable commercial skills in research, communication, persuasion and project management through hands-on work and mentorship from experienced team members. Strong performance creates a clear path to Client Service Manager roles with greater client ownership and can lead to broader opportunities in relationship management and leadership.