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Guidepoint

Connects businesses with global expert advisors

Client Service Associate

Customer SupportConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$70k /yr

About the Job

Requirements

  • A bachelor's degree and evidence of achievement through work, internships, leadership, athletics, or other demanding commitments.
  • Authorization to work in the United States without current or future employer-sponsored visa sponsorship.

Responsibilities

  • Understand each client’s business question, research the market, and identify the right experts.
  • Lead cold outreach and phone conversations with senior professionals, build rapport, handle objections, and earn their participation in client consultations.
  • Own search results, test new approaches, bring ideas to the team, and stay accountable for the client outcome.
  • Manage multiple urgent requests at once while delivering the speed, accuracy, and attention to detail clients expect.
  • Use Guidepoint’s AI-enabled, agentic research tools to move work forward by directing workflows with clear logic, evaluating results, identifying gaps, and applying human judgment before acting.
  • Learn each client’s priorities and build trust to support lasting relationships and future business.

Desired Qualifications

  • Finance, Economics, and related studies are relevant.

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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