AI summary
As a Client Service Associate at Guidepoint, you’ll support corporate clients by rapidly translating complex research questions into targeted expert-search strategies and recruiting/vetting specialists for consultations. Guidepoint is a leading research enablement platform connecting clients with a global network of 1.75M+ experts. Standout perks include a performance bonus up to $4,000 and fast promotion potential to Project Manager in as little as six months.
Key skills
Expert sourcing and recruitmentLinkedIn researchCold outreach and phone-based vettingMarket/industry researchHealthcare/technical/scientific research comprehensionClient request scopingProfile writing and documentationAI-enabled research and productivity toolsProfessional written and verbal communicationBachelor’s degree (minimum 3.0 GPA)
Salary not listed for this role, but it includes a yearly bonus up to $4,000; the advert notes promotion to Project Manager with a $75,000 base salary plus monthly commission eligibility.
You'll thrive here if… you’re intellectually curious, comfortable learning complex industries fast, and enjoy phone-based outreach and structured research to match the right experts to client needs.
Why apply
- Yearly bonus up to $4,000
- Promotion to PM in six months
- 401(k) match up to 10%
Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience.
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 of more than 1,750,000 Advisors. This hiring track will support Corporate clients across healthcare, general industry, and AI lab-related research needs. Associates in this group should be comfortable working on intellectually complex topics, quickly learning unfamiliar industries, and translating technical, scientific, healthcare, or market research questions into targeted expert-search strategies.
Due to the collaborative nature of the Client Service team, the work schedule is hybrid with four days in the office required.
Team committed to developing talent through hands-on mentorship, coaching, and leadership support
Workplace that embeds continuous learning and career development as a core part of how we grow and excel
Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership
Check out our Client Service Career Trajectory
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
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
Define sourcing strategies for each client request based on project scope, urgency, and target expert profile
Bachelor’s degree, with minimum 3.0 GPA or higher required
Previous relevant internship, volunteer, research, or extracurricular experience
Academic or professional experience in a quantitatively rigorous, analytical, scientific, technical, healthcare, market research, business, economics, engineering, or related field preferred
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
Are motivated to build client-facing careers in consulting, advisory, investment research, corporate research, account management, customer success, or sales
Are intellectually curious and energized by technical, scientific, healthcare, emerging technology, and market research topics
Quickly understand the commercial context behind client requests and identify the most relevant experts
Use structured thinking and sound judgment to assess expert relevance, not just keyword matches
Are comfortable engaging senior professionals by phone, building rapport quickly, and assessing fit for client needs
Show foundational AI fluency and are eager to keep building skills with tools that improve research, organization, and execution
Communicate clearly and professionally, both verbally and in writing
Additionally, this role is eligible for a yearly bonus of up to $4,000 based on performance.
High-performing Associates may be promoted to a Project Manager after as little as six months, based on consistently delivering strong performance and professional readiness. This progression includes a base salary of $75,000, eligibility to earn monthly commission on applicable client-facing project work, and earlier direct exposure to clients.
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
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
Complete a timed simulated client request project and gain more insight into the role
On-site interview with team members
Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients turn answers into action.
Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600+ employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.
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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 of more than 1,750,000 Advisors. This hiring track will support Corporate clients across healthcare, general industry, and AI lab-related research needs. Associates in this group should be comfortable working on intellectually complex topics, quickly learning unfamiliar industries, and translating technical, scientific, healthcare, or market research questions into targeted expert-search strategies.
Due to the collaborative nature of the Client Service team, the work schedule is hybrid with four days in the office required.
Team committed to developing talent through hands-on mentorship, coaching, and leadership support
Workplace that embeds continuous learning and career development as a core part of how we grow and excel
Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership
Check out our Client Service Career Trajectory
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
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
Define sourcing strategies for each client request based on project scope, urgency, and target expert profile
Bachelor’s degree, with minimum 3.0 GPA or higher required
Previous relevant internship, volunteer, research, or extracurricular experience
Academic or professional experience in a quantitatively rigorous, analytical, scientific, technical, healthcare, market research, business, economics, engineering, or related field preferred
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
Are motivated to build client-facing careers in consulting, advisory, investment research, corporate research, account management, customer success, or sales
Are intellectually curious and energized by technical, scientific, healthcare, emerging technology, and market research topics
Quickly understand the commercial context behind client requests and identify the most relevant experts
Use structured thinking and sound judgment to assess expert relevance, not just keyword matches
Are comfortable engaging senior professionals by phone, building rapport quickly, and assessing fit for client needs
Show foundational AI fluency and are eager to keep building skills with tools that improve research, organization, and execution
Communicate clearly and professionally, both verbally and in writing
Additionally, this role is eligible for a yearly bonus of up to $4,000 based on performance.
High-performing Associates may be promoted to a Project Manager after as little as six months, based on consistently delivering strong performance and professional readiness. This progression includes a base salary of $75,000, eligibility to earn monthly commission on applicable client-facing project work, and earlier direct exposure to clients.
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
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
Complete a timed simulated client request project and gain more insight into the role
On-site interview with team members
Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients turn answers into action.
Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600+ employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.
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