Client Service Associate (Class of 2027)

Guidepoint; Phoenix (AZ); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

PTO & Holidays

Medical/Dental/Vision

401(k) with match

Commuter benefits

Job summary

Guidepoint’s Client Service team connects leading consultancies with subject-matter experts to deliver fast, high-quality client experiences. As a Client Service Associate, you will learn to assess client needs, identify relevant experts, and recruit new advisors into Guidepoint’s global network.

The role is hybrid with three days in the office and offers growth toward leadership, mentoring, and broader client ownership as you build time management and communication skills in a fast-paced

Qualifications

• Bachelor’s degree required with minimum 3.0 GPA or higher.
• 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 and data quality.
• Authorized to work in the United States without visa sponsorship.

Responsibilities

• Recruit new experts into Guidepoint’s network and engage them for client consultations.
• Lead cold outreach, vetting, and screening conversations with experts and prepare profiles for client consideration.
• Define sourcing strategies for each client request based on project scope and urgency.
• Manage multiple client requests with tight deadlines while maintaining high-quality execution.

Skills

AI fluency

Research skills

Time management

Communication

Curiosity

Confidentiality

Education

Bachelor's degree

Job description

Client Service Associate (Class of 2027)

Phoenix, Arizona, United States

Overview:

Guidepoint’s Client Service team connects leading consultancies with the subject-matter experts they need to make informed business 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. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required.

Who We Are:

• High-performing team driven by execution, accountability, and consistent client impact
• Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate
• 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
• 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

What You Have:

• Bachelor’s degree, with minimum 3.0 GPA or higher required
• Previous relevant internship, volunteer, or extracurricular experience
• 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
• 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

Successful Associates:

• Are ambitious and thrive in competitive and fast paced environments
• Are motivated to build client facing careers in consulting, advisory, investment research, account management, customer success or sales
• Quickly understand the commercial context behind client requests and identify the most relevant experts
• Demonstrate strong time management and organizational skills, with the ability to manage multiple priorities under tight deadlines
• Are comfortable engaging senior professionals by phone, building rapport quickly, and assessing fit for client needs
• Are resourceful, intellectually curious, and are driven to continuously learn
• Communicate clearly and professionally, both verbally and in writing
• Demonstrate strong problem-solving skills, sound judgment, and the ability to work both independently and collaboratively

What We Offer:

The annual base salary for this position is $60,000. Additionally, this position is eligible for a yearly bonus of up to $4,000 based on performance.

For strong performers, this role offers an accelerated path to greater responsibility and increased earnings potential. 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 $65,000, eligibility to earn monthly commission on applicable client-facing project work, and earlier direct exposure to clients.

You will also be eligible for the following 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‑