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

Summary: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. As an Associate on the Client Service team, you will identify experts that best meet client needs and assist in connecting them for strategic consultations. Responsibilities: - Work with Project Managers to develop strategies for satisfying each client project request - Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered - Identify the best leads and invite them to join our network to participate in consultations with our clients - Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients Required Qualifications: - Bachelor's degree, with strong academic track record - Previous internship/volunteering/extracurriculars - Work authorization required - Desire to work in a sourcing/lead generation type of role - Interest in finance, banking, and/or business consulting - Ability to work in a fast-paced, results-oriented environment - Excellent time management and organizational skills - Outgoing personality with the ability to speak with people at all professional levels - Comfortability with outreach responsibilities including LinkedIn messaging and warm/cold phone calls - Intellectual curiosity and desire to learn - Excellent written and verbal communication skills - Demonstrated ability to work both individually and as part of a team Required Skills: Lead generation, Client communication Important Skills: Interest in finance Nice-to-Have Skills: Intellectual curiosity, Outgoing personality Benefits: 15 PTO Days, 10 legal holidays, and sick days, Comprehensive Medical, dental, and vision plans, Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans, Commuter benefits and a corporate discounts, Development opportunities through the LinkedIn Learning platform, Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office, Year-round corporate athletic league, Casual work environment, team building, and other social events