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Client Service Associate, Institutional

Remote, USA Full-time Posted 2026-06-19

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. As an Associate on the Client Service team, you will identify and recruit experts to answer client inquiries, ensuring a tailored approach to each client's unique business questions. This role offers exposure to various industries and the opportunity to develop core business skills.

Responsibilities

  • Work with Project Managers to develop strategies for satisfying each client project request
  • Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered
  • Identify the best leads and invite them to join our network to participate in consultations with our clients
  • Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients

Skills

  • Bachelor's degree, with strong academic track record
  • Previous internship/volunteering/extracurriculars
  • Work authorization required
  • Desire to work in a sourcing/lead generation type of role
  • Interest in finance, banking, and/or business consulting
  • Ability to work in a fast-paced, results-oriented environment
  • Excellent time management and organizational skills
  • Outgoing personality with the ability to speak with people at all professional levels
  • Comfortability with outreach responsibilities including LinkedIn messaging and warm/cold phone calls
  • Intellectual curiosity and desire to learn
  • Excellent written and verbal communication skills
  • Demonstrated ability to work both individually and as part of a team

Benefits

  • 15 PTO Days, 10 legal holidays, and sick days
  • Comprehensive Medical, dental, and vision plans
  • Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans
  • Commuter benefits and a corporate discounts
  • Development opportunities through the LinkedIn Learning platform
  • Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office
  • Year-round corporate athletic league
  • Casual work environment, team building, and other social events

Company Overview

  • Guidepoint is a leading expert network which connects business decision-makers and researchers with independent subject matter experts It was founded in 2003, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.guidepoint.com.
  • Company H1B Sponsorship

  • Guidepoint has a track record of offering H1B sponsorships, with 4 in 2025, 2 in 2024, 7 in 2023, 8 in 2022, 1 in 2021, 4 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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