Client Service Healthcare Associate

guidepoint; Boston (MA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

PTO & holidays

Medical, dental, vision

401(k) with company match

Disability insurance

Job summary

Guidepoint's Client Service team connects investment firms with experts to support decisions. As an Associate on the Client Service team, you will learn to assess client needs, identify best-suited experts, and recruit new experts into Guidepoint's global network of over 1,750,000 Advisors.

You will engage in targeted research, conduct cold outreach, vet candidates, and manage multiple client requests in a fast-paced, hybrid environment with three office days.

Qualifications

• Bachelor's degree with 3.0 GPA or higher.
• AI fluency and experience with AI-enabled research tools.
• Curiosity about emerging technology and willingness to learn new tools.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Recruit new experts into Guidepoint's network for client projects.
• Conduct targeted research to identify relevant experts using public sources.
• Lead cold outreach, vetting, and prepare profiles for client consideration.
• Define sourcing strategies based on project scope and urgency.
• Manage multiple client requests with deadlines.

Skills

AI fluency

Time management

Written & verbal communication

Education

Bachelor's degree with 3.0 GPA or higher

Tools

AI-enabled research tools

Job description

Overview:

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. 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 hand-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

Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory

What You Will Own:

• 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 $70,000. Additionally, this role 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 $75,000, 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 b