Client Service Coordinator at Guidepoint
Phoenix, Arizona, United StatesFull-timeClient Service - ConsultingPosted 23 days ago
Apply with PipelineAbout the Role
<p style="line-height: 1.4;"><span style="font-size: 12pt;"><strong><span data-contrast="auto">Overview:</span></strong><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></span></p>
<p style="line-height: 1.4;"><span style="font-size: 12pt;"><span data-contrast="auto">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.</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> <span style="font-family: helvetica, arial, sans-serif;">As a Coordinator on the Client Service team, you will be overseeing all administration within your client service team. You will be booking client consultations, tracking projects for the team, and qualifying the experts.</span></span></span></p>
<p style="line-height: 1.4;"><span style="font-size: 12pt;"><strong><span data-contrast="auto">This is a hybrid position out of our Phoenix office, requiring a minimum of one day per week in the office. </span></strong><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":0,"335559740":240}"> </span></span></p>
<p style="line-height: 1.4;"> </p>
<p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>Who We Are:</strong></span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Team-oriented and collaborative</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Hard-working professionals who strive for excellence</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint</span></li>
</ul>
<p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>What you will own:</strong></span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Responsible for scheduling bulk telephone consultations for client service teams</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Manage multiple client organization requests and respond within a timely manner</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Coordinate with advisors and clients to confirm telephone consultations</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Leave messages and follow up with Advisors to expedite scheduling projects</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Maintain an updated status of client telephone consultations</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Qualify Advisors via questionnaire to confirm if they are appropriate for consultations</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Follow multiple work streams to help Project Managers organize client requests and track progress on projects</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Assist with ad-hoc requests</span></li>
</ul>
<p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>Experience you will bring:</strong></span></p>
<ul>
<li><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">1-3 years of previous work experience dealing in a high call volume environment</span></li>
<li><span style="font-size: 12pt;">AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication</span></li>
<li><span style="font-size: 12pt;">Ability to use AI-enabled tools thoughtfully and responsibly, with attention to accuracy, confidentiality, data quality, and human judgment</span></li>
<li><span style="font-size: 12pt;">Curiosity about emerging technology and a willingness to continue building skills with new tools that improve productivity and client service</span></li>
<li><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Work authorization required</span></li>
</ul>
<p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>Skills you will bring:</strong></span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Attention to detail and excellent follow-up skills required</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Strong aptitude for developing systems of organization</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Excellent time management skills and able to multi-task</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Ability to work as part of a team and independently</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Excellent sense of urgency and responsiveness</span></li>
</ul>
<p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>What We Offer:</strong></span></p>
<p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">The annual base salary for this position is $45,000.</span></p>
<p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>You will also be eligible for the following benefits:</strong></span></p>
<ul>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">15 PTO Days, 10 legal holidays, and 5 sick days</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Comprehensive Medical, dental, and vision plans</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">10% 401(k) match, life insurance, paid time-off and parental leave plans</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Commuter benefits and a corporate gym rate</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Development opportunities through the LinkedIn Learning platform</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Friday happy hour, “Summer Fridays”, and free snacks</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Casual work environment, team building, and other social events</span></li>
<li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Option to be full-time remote </span></li>
</ul>
<p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>About Guidepoint:</strong> </span></p>
<p style="line-height: 1.4;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">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. </span></p>
<p style="line-height: 1.4;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 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. </span></p>
<p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">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. </span></p>
<p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">#LI-RM3</span></p>
<p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">#LI-HYBRID</span></p><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p>Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location.</p></div><div class="title">Compensation</div><div class="pay-range"><span>$45,000</span><span class="divider">—</span><span>$45,000 USD</span></div></div></div>
Related Roles
Associate, Client Service
Guidepoint
Phoenix, Arizona, United StatesClient Service Project Manager
Guidepoint
Phoenix, Arizona, United StatesProject Manager, Client Service
Guidepoint
Athina, Αττικη, GreeceResearch Manager, Client Service(Night Shift)
Guidepoint
Shanghai Shi, ChinaTeam Lead, Client Service, Consulting
Guidepoint
Shanghai Shi, ChinaAccount Manager
Guidepoint
Athina, Αττικη, Greece