Client Service Associate_Institutional (项目助理，金融机构客户)

OVERVIEW:

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.  

Backed by a network of nearly 1.5 million experts, and Guidepoint’s 1,300 employees worldwide we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.

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 1,500,000 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.

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