CareerPlan

Client Service Associate (Class of 2027)

San FranciscoFull-time$70k2026-09-08 → 2026-11-11
HybridNo visa sponsorship

Core

Recruit subject-matter experts into Guidepoint's network and conduct research to match them with client projects for investment firms and consultancies.

Role type

Junior Client Service Associate (Class of 2027)

Builds

Expert profiles and client matches for investment research and consulting projects

Domain

Professional services / Investment research / Consulting

Deliverable

client delivery

Required skills

Sourcing strategies, cold outreach, phone-based vetting, targeted research, AI tool fluency, time management

Preferred skills

Commercial context understanding, rapport building, problem-solving

Technologies

LinkedIn, press releases, company websites, case studies, AI-enabled tools

Responsibilities

Recruit new experts into the global network, conduct targeted research to identify relevant subject-matter experts, lead cold outreach and phone-based vetting, define sourcing strategies for client requests, manage multiple fast-moving client requests

Seniority

Junior, entry-level