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Guidepoint

Connects businesses with global expert advisors

Client Service Coordinator

Administrative SupportUpdated on Nov 10
Full-timePhoenix, AZ, USA

About the Job

Requirements

  • Requires 1–3 years of previous work experience in a high-call-volume environment.
  • Requires AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication.
  • Requires the ability to use AI-enabled tools thoughtfully and responsibly, with attention to accuracy, confidentiality, data quality, and human judgment.
  • Requires attention to detail and excellent follow-up skills.
  • Requires a strong aptitude for developing systems of organization.
  • Requires excellent time management and the ability to multitask.
  • Requires the ability to work both as part of a team and independently.
  • Requires a strong sense of urgency and responsiveness.
  • Requires work authorization.

Responsibilities

  • Schedule bulk telephone consultations for client service teams.
  • Manage multiple client organization requests and respond in a timely manner.
  • Coordinate with advisors and clients to confirm telephone consultations.
  • Leave messages and follow up with advisors to expedite scheduling projects.
  • Maintain updated statuses of client telephone consultations.
  • Qualify advisors through questionnaires to confirm their suitability for consultations.
  • Follow multiple work streams to help project managers organize client requests and track project progress.
  • Assist with ad hoc requests.

Desired Qualifications

  • Demonstrate curiosity about emerging technology and willingness to continue building skills with new tools that improve productivity and client service.

About the Company

Guidepoint

Connects businesses with global expert advisors

Guidepoint connects businesses with a global pool of experts to deliver on-demand research and advisory services. It maintains a network of over 1.5 million specialists across more than 150 industries and offers tailored research solutions, including one-on-one consultations, surveys, and in-person engagements. Clients access customized insights through a managed process, while Guidepoint handles logistics and matching. Its products work by aligning client needs with relevant experts, delivering fast, accurate information, and charging fees via subscriptions, pay-per-use, or project-based pricing. What sets Guidepoint apart is the sheer size and diversity of its expert network, global reach, and end-to-end service that covers sourcing, scheduling, and delivery of insights. The company’s goal is to help institutional investors, corporations, and legal firms make smarter investment and business decisions by providing timely market intelligence and vetted research.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
New York City, New York
Founded
2003

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