Client Service Associate, Institutional jobs in United States
cer-icon
Apply on Employer Site
company-logo

Guidepoint · 2 days ago

Client Service Associate, Institutional

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.

ConsultingFinancial ServicesIndustrialInformation ServicesMarket ResearchTechnical SupportTelecommunications
check
H1B Sponsor Likelynote

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

Qualification

Lead generationInterest in financeTime managementWritten communicationVerbal communicationIntellectual curiosityOutgoing personalityCold callingNetworkingTeamworkOrganizational skills

Required

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

Guidepoint

company-logo
Guidepoint is a leading expert network which connects business decision-makers and researchers with independent subject matter experts

H1B Sponsorship

Guidepoint has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (7)
2022 (8)
2021 (1)
2020 (4)

Funding

Current Stage
Late Stage

Leadership Team

J
John Campanella
Chief Financial Officer
linkedin
S
Stacy Longo
Chief Operating Officer-US Institutional & Corporate
linkedin
Company data provided by crunchbase