Client Service Associate, Sell Side Specialist

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 YouWill Own:

• Industry Expert Recruitment: Research, identify, and recruit relevant high level industry experts (Director above) to fulfill customized sell side requests. Qualify by screening and creating bio profiles of prospective industry experts for client review.
• In-depth Industry Research: Conduct deep research into assigned sectors, identifying industry trends and recommending relevant experts.
• Communication: Maintain close communication with PMs to understand their needs and provide high-quality Advisors to sell side clients.
• Speaker Management: Build and maintain strong relationships with industry experts, ensuring that each panel discussion has appropriate speakers. Regularly follow up with advisors to ensure the smooth execution of events.
• Identify market trends: (sectors covered - TMT, Healthcare, Financial Services, Energy & Industrials, Business Services, Consumer Goods & Services)
• Top Speaker Recommendations: Compile weekly "Top Speakers Finest" lists based on industry trends.

Experience You Will Bring:

• Education: Bachelor’s degree or higher
• Working Experience: 1 to 3 years of work experience in total
• In-depth Industry Knowledge: Have a deep understanding of sectors such as TMT, Financial Services, Consumer Goods & Services, and quickly identify emerging trends and hot topics.
• Excellent Communication: Excellent communication and interaction skills, including demonstrated written and verbal abilities in both English and Mandarin. Be capable of effectively communicating with clients, experts, and internal teams, while excelling in information gathering and analysis.
• Multitasking Abilities: Display strong multitasking skills, managing multiple projects simultaneously and ensuring timely completion.
• Strong Responsibility and Patience: Demonstrate a strong sense of responsibility and patience in handling complex tasks and meeting deadlines under pressure.
• Eager to Learn: Possess a strong desire for continuous learning and development, quickly grasping new industry knowledge and market dynamics.

Skills YouWill 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 Manger Interview

• Mock Assessment (Role Dependent)

  • Complete a simulated 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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