Hybrid Client Service Associate: Research & Sourcing

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

Benefits offered by this job

15 days PTO + holidays

Medical, dental & vision coverage

401(k) with company match

Job summary

Guidepoint is seeking an Associate for its Client Service team in Boston. You will recruit experts, conduct targeted research, and perform outreach to build a robust advisor network for client consultations.

The role combines fast-paced project work with mentorship, emphasis on judgment, and hybrid scheduling requiring three days in the office. Candidates should have a Bachelor’s degree and relevant internships, plus AI-enabled research experience.

Qualifications

• Bachelor’s degree required with minimum 3.0 GPA.
• Previous 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 and data quality.

Responsibilities

• Recruit new experts into Guidepoint’s network and engage them for client consultations.
• Independently conduct targeted research to identify relevant subject-matter experts.
• Lead cold outreach and vetting conversations with experts for client projects.
• Define sourcing strategies based on project scope and urgency.
• Manage multiple client requests with competing deadlines and high execution standards.

Skills

AI fluency

Phone outreach

Research skills

Time management

Education

Bachelor’s degree, 3.0 GPA

Internship/volunteer/experience

Tools

AI-enabled tools

Job description

Guidepoint is seeking an Associate for its Client Service team in Boston. You will recruit experts, conduct targeted research, and perform outreach to build a robust advisor network for client consultations.

The role combines fast-paced project work with mentorship, emphasis on judgment, and hybrid scheduling requiring three days in the office. Candidates should have a Bachelor’s degree and relevant internships, plus AI-enabled research experience.