Coordinator, Client Service

New York, NY


The Client Service team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. Come work with us to deliver the best service in the industry and help our clients make some of the most important business decisions in today’s economy.

What You’ll Do:

  • Responsible for scheduling bulk telephone consultations for client service teams
  • Coordinate with advisors and clients to confirm telephone consultations
  • Leave messages and follow up with Advisors to expedite scheduling projects
  • Maintain an updated status of client telephone consultations
  • Assist team with the creation, updating and cleanup of Advisor bios
  • Research and source advisor profiles to help build pipeline
  • Qualify Advisors via questionnaire to confirm if they are appropriate for pre-selected consultations
  • Assist with ad-hoc requests

What You Have:

  • 1-3 years of previous work experience dealing in a high call volume environment
  • Attention to detail and excellent follow-up skills required
  • 4 year college degree or equivalent
  • Ability to work as part of a team and independently

What We Have:

  • Competitive compensation
  • Free snacks and beverages
  • Excellent medical, dental, and vision coverage for you and your dependents
  • 401(k) match, life insurance, commuter benefits, corporate gym rates, paid time-off and parental leave plans
  • Friday happy hour and “Summer Fridays”
  • Year-round corporate athletic league
  • Casual work environment

About Guidepoint:

Guidepoint, a leading expert network firm, connects clients with vetted subject matter experts—Advisors—from their global professional network. Guidepoint clients leverage the insights and perspectives shared by Advisors to stay informed and make better business decisions. Its slate of services, including phone consultations, surveys, events and proprietary data insights products, help professionals gain comprehensive understanding of a topic before making strategic or investment decisions. Guidepoint’s multinational client list includes 9 of the top 10 consulting firms and some of the largest hedge funds, private equity firms and Fortune-ranked public companies