Client Services Associate: Expert Sourcing & Research

Guidepoint Shanghai; Boston (MA); Hybrid; USD 63,000 - 77,000; Full time

Benefits offered by this job

15 days PTO

401(k) with company match

Commuter benefits

Gym memberships

Job summary

Guidepoint is seeking an Associate on the Client Service team to connect investment firms, consultancies, and corporations with experts, assess client needs, recruit new experts, and deliver high‑quality profiles for client consideration across projects.

You will conduct targeted research using public sources, lead outreach, and manage multiple client requests with strong judgment and prioritization in a hybrid environment requiring three days in the office.

Qualifications

• Bachelor’s degree with minimum 3.0 GPA
• 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 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 visa sponsorship

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

Skills

AI fluency

AI tools

Curiosity

Continuous learning

US work authorization

Education

Bachelor’s degree

Job description

Guidepoint is seeking an Associate on the Client Service team to connect investment firms, consultancies, and corporations with experts, assess client needs, recruit new experts, and deliver high‑quality profiles for client consideration across projects.

You will conduct targeted research using public sources, lead outreach, and manage multiple client requests with strong judgment and prioritization in a hybrid environment requiring three days in the office.