Client Service Associate, Institutional (Class of 2026)

Added
4 hours ago
Type
Full time
Salary
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Related skills

finance networking recruitment research lead generation

πŸ“‹ Description

  • Understand each client's research needs and deliver closest experts.
  • Recruit new experts into the Guidepoint Advisors network.
  • Provide client insights by matching experts quickly, often within hours.
  • Work with Project Managers to satisfy client project requests.
  • Identify leads and invite them to join our expert network for consultations.
  • Screen experts to assess fit and present professional profiles.

🎯 Requirements

  • Bachelor's degree with strong academic track record
  • Previous internship/volunteering/extracurriculars
  • Work authorization required
  • Desire to work in a sourcing/lead generation role
  • Interest in finance, banking, and/or business consulting
  • Excellent written and verbal communication skills

🎁 Benefits

  • 15 PTO days, 10 holidays, and sick days
  • Comprehensive medical, dental, and vision plans
  • 401(k) with up to 10% employer matching
  • Commuter benefits and corporate discounts
  • Development opportunities via LinkedIn Learning
  • Casual work environment with team events
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