Client Service Associate, Institutional (项目助理，金融机构类客户)

OVERVIEW: Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 2 Million Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role represents their first job post-college, and provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory. What You Will Own: 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 Experience You Will Bring: Bachelor’s degree or higher Strong sense of urgency and excellent time management skills to thrive in a fast-paced environment Bottom-up thinking and the ability to act as a potential thinking partner for clients, bringing creative and strategic solutions Excellent communication and interaction skills, including demonstrated written and verbal abilities in both English and Mandarin Proactive, result-driven, initiative, and ability to go the extra mile Able to deliver excellent service to clients and surpass their expectations within tight timelines Demonstrated ability to work in a team atmosphere but also independently Desire to learn about the business and work in a fast-paced entrepreneurial environment Skills You Will Bring: Desire to work in a sourcing/lead generation type of role 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 Intellectual curiosity and desire to learn Excellent written and verbal communication skills Demonstrated ability to work both individually and as part of a team What We Offer: 14 annual leave days (PTO Days), 11 legal holidays, and 7 full paid sick days Social insurances and housing fund Shanghai CBD location, Hong Kou Football Stadium with Line 3 and line 8 metro Free snacks and beverages in the office, including free coffee Competitive salary depending on experience. Casual work environment, Monthly birthday celebration, team building, and other social events Interview Process: Meet your Guidepoint Recruiter! Initial Candidate Screen Meet the Guidepoint Teams! Hiring Manager Interview Mock Assessment (Role Dependent) Complete a stimulated client request and gain more insight into the role Interview Process Outcome At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. About Guidepoint: Guidepoint powers end-to-end research workflows for the world’s best research teams. Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process—from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions. At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives. We are committed to creating an inclusive and welcoming environment where individuals of all backgrounds, identities, and experiences can contribute and succeed. #LI-TH1 #LI-onsite