Client Service Coordinator

Guidepoint; Phoenix (AZ); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

15 PTO Days

Medical, dental, and vision plans

10% 401(k) match

Job summary

Guidepoint is hiring a Coordinator in Phoenix to oversee administration within the Client Service team. You will schedule client consultations, track projects, and qualify experts, working in a hybrid office setting with some remote flexibility.

The role emphasizes handling high call volumes, leveraging AI-enabled tools to improve research, organization, and communication, and maintaining data quality and confidentiality.

Qualifications

• 1–3 years of previous work experience in a high call volume environment.
• Experience using AI-enabled tools to support research, organization, prioritization, and written communication.
• Ability to use AI tools thoughtfully with attention to accuracy, confidentiality and data quality.
• Curiosity about emerging technology and willingness to learn new tools to improve productivity and client service.

Responsibilities

• Schedule bulk telephone consultations for client service teams.
• Coordinate with advisors and clients to confirm telephone consultations.
• Leave messages and follow up with advisors to expedite scheduling.
• Maintain an updated status of client telephone consultations.
• Qualify advisors via questionnaire to confirm suitability for consultations.
• Support Project Managers by tracking client requests and progress on projects.
• Assist with ad-hoc requests.

Skills

High call volume experience

AI fluency

AI tools usage

Curiosity about AI tech

Job description

The Client Service team is the backbone of Guidepoint's success. The team is responsible for efficiently delivering Guidepoint's services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. As a Coordinator on the Client Service team, you will be overseeing all administration within your client service team. You will be booking client consultations, tracking projects for the team, and qualifying the experts.

What is this position?

This is a hybrid position out of our Phoenix office, requiring a minimum of one day per week in the office.

Who We Are:

• Team-oriented and collaborative
• Hard-working professionals who strive for excellence
• Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint

What you will own:

• Responsible for scheduling bulk telephone consultations for client service teams
• Manage multiple client organization requests and respond within a timely mannerCoordinate with advisors and clients to confirm telephone consultations
• Leave messages and follow up with Advisors to expedite scheduling projects
• Maintain an updated status of client telephone consultations
• Qualify Advisors via questionnaire to confirm if they are appropriate for consultations
• Follow multiple work streams to help Project Managers organize client requests and track progress on projects
• Assist with ad-hoc requests

Experience you will bring:

• 1-3 years of previous work experience dealing in a high call volume environment
• 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

Skills you will bring:

• Attention to detail and excellent follow-up skills required
• Strong aptitude for developing systems of organization
• Excellent time management skills and able to multi-task
• Ability to work as part of a team and independently
• Excellent sense of urgency and responsiveness

What We Offer:

The annual base salary for this position is $50,000.

You will also be eligible for the following benefits:

• 15 PTO Days, 10 legal holidays, and 5 sick days
• Comprehensive Medical, dental, and vision plans
• 10% 401(k) match, life insurance, paid time-off and parental leave plans
• Commuter benefits and a corporate gym rate
• Development opportunities through the LinkedIn Learning platform
• Friday happy hour, "Summer Fridays", and free snacks
• Casual work environment, team building, and other social events
• Option to be full-time remote

About Guidepoint:

Guidepoint powers end-to-end research workflows for the world’s best research teams.

Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process—from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions.

At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives. We are committed to creating an inclusive and welcoming environment where individuals of all backgrounds, identities, and experiences can contribute and succeed.

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Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location.

Compensation

$50,000 - $50,000 USD

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Guidepoint's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.