Client Success & Expert Sourcing Associate

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

Benefits offered by this job

PTO & holidays

Medical, dental & vision

401(k) with match

Commuter benefits

Learning resources

Casual office environment

Job summary

Guidepoint’s Client Service team connects leading investment firms with subject-matter experts to support fast, high-quality client decisions. As an Associate, you’ll learn to assess client needs, identify expert profiles, and recruit new experts into Guidepoint’s global network of advisors.

The role offers a fast-paced, results-driven environment with a hybrid schedule requiring three days in the office. You will engage in research across public sources, lead outreach conversations, and tailor

Qualifications

• Bachelor’s degree with minimum 3.0 GPA or higher.
• AI fluency and experience using AI-enabled tools to support research and writing.
• Ability to use AI-enabled tools thoughtfully, with attention to accuracy and confidentiality.
• Authorized to work in the United States without visa sponsorship.

Responsibilities

• Recruit new experts into Guidepoint’s network and engage them for client consultations.
• Conduct targeted research across LinkedIn, press releases, company websites and public sources.
• Lead cold outreach, vetting, and screening conversations to assess fit for client projects.
• Define sourcing strategies for each client request based on scope and urgency.
• Manage multiple client requests and deadlines with high execution quality.

Skills

AI fluency

Research skills

Effective communication

Education

Bachelor's degree

Tools

LinkedIn

Web research

Job description

Guidepoint’s Client Service team connects leading investment firms with subject-matter experts to support fast, high-quality client decisions. As an Associate, you’ll learn to assess client needs, identify expert profiles, and recruit new experts into Guidepoint’s global network of advisors.

The role offers a fast-paced, results-driven environment with a hybrid schedule requiring three days in the office. You will engage in research across public sources, lead outreach conversations, and tailor