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

<p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><strong>OVERVIEW: </strong>&nbsp;</span></p> <p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><strong>Play a vital role in Guidepoint’s success.</strong>&nbsp;</span></p> <p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">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.&nbsp;</span></p> <p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><strong>Who We Are:&nbsp;</strong>&nbsp;</span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Team-oriented and collaborative</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Hard-working professionals who strive for excellence</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Guidepoint is passionate about your career growth: <a href="https://www.guidepoint.com/wp-content/uploads/2023/08/Client-Service-Promotion-Roadmap_Athens.pdf">Check out our Client Service Career Trajectory.</a></span></li> </ul> <p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><strong>What You Will Own:</strong>&nbsp;</span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Work with Project Managers to develop strategies for satisfying each client project request</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">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</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Identify the best leads and invite them to join our network to participate in consultations with our clients</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients</span></li> </ul> <p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><strong>Experience You Will Bring:&nbsp;</strong>&nbsp;</span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Bachelor’s degree or higher</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Strong sense of urgency and excellent time management skills to thrive in a fast-paced environment</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Bottom-up thinking and the ability to act as a potential thinking partner for clients, bringing creative and strategic solutions</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Excellent communication and interaction skills, including demonstrated written and verbal abilities in both English and Mandarin</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Proactive, result-driven, initiative, and ability to go the extra mile</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Able to deliver excellent service to clients and surpass their expectations within tight timelines</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Demonstrated ability to work in a team atmosphere but also independently</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Desire to learn about the business and work in a fast-paced entrepreneurial environment</span></li> </ul> <p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><strong>Skills You Will Bring:</strong>&nbsp;</span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Desire to work in a sourcing/lead generation type of role</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Ability to work in a fast-paced, results-oriented environment</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Excellent time management and organizational skills</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Outgoing personality with the ability to speak with people at all professional levels</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Intellectual curiosity and desire to learn</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Excellent written and verbal communication skills</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Demonstrated ability to work both individually and as part of a team</span></li> </ul> <p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><strong>What We Offer:</strong>&nbsp;</span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">14 annual leave days (PTO Days), 11 legal holidays, and 7 full paid sick days </span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Social insurances and housing fund </span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Shanghai CBD location, Hong Kou Football Stadium with Line 3 and line 8 metro</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Free snacks and beverages in the office, including free coffee&nbsp;</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Competitive salary depending on experience. </span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Casual work environment,</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Monthly birthday celebration, team building, and other social events </span></li> </ul> <p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><strong>Interview Process:</strong></span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Meet your Guidepoint Recruiter!</span></li> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Initial Candidate Screen</span></li> </ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Meet the Guidepoint Teams!</span></li> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Hiring Manager Interview</span></li> </ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Mock Assessment (Role Dependent)</span></li> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Complete a stimulated client request and gain more insight into the role</span></li> </ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">Interview Process Outcome</span></li> </ul> <p style="line-height: 1.4;"><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt;">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.&nbsp;</span></p> <p style="line-height: 1.4;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><strong>About Guidepoint:&nbsp;</strong></span></p> <p style="line-height: 1.4;"><span style="font-size: 10pt; 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.&nbsp;</span></p> <p style="line-height: 1.4;"><span style="font-size: 10pt; 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.&nbsp;</span></p> <p style="line-height: 1.4;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">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.&nbsp;</span></p> <p style="line-height: 1.4;"><span style="color: rgba(0, 0, 0, 0.6); font-family: helvetica, arial, sans-serif; font-size: 10pt; font-style: normal; font-weight: 400; letter-spacing: normal; text-align: start; white-space: normal; word-spacing: 0px; float: none; display: inline !important;">#LI-TH1</span></p> <p style="line-height: 1.4;"><span style="color: rgba(0, 0, 0, 0.6); font-family: helvetica, arial, sans-serif; font-size: 10pt; font-style: normal; font-weight: 400; letter-spacing: normal; text-align: start; white-space: normal; word-spacing: 0px; float: none; display: inline !important;">#LI-onsite</span></p> <p style="line-height: 1.4;">&nbsp;</p>