Client Service Associate, Institutional (Class… at Guidepoint · San…

Summary: Guidepoint is a leading research enablement platform that connects investment firms, consultancies, and corporations with subject-matter experts. The Client Service Associate will assess client needs, recruit experts, and manage client requests to ensure a high-quality service 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 - 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 Required Qualifications: - Bachelor's degree, with minimum 3.0 GPA or higher required - Previous relevant internship, volunteer, or extracurricular experience - 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 Required Skills: Client Needs Assessment, Expert Sourcing, Research, Cold Outreach, Phone Screening, Profile Preparation, Judgment Benefits: 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