Operations Specialist

Posted 7 Days Ago
Be an Early Applicant
Hiring Remotely in Shanghai Shi, CHN
Remote
Junior
Marketing Tech
The Role
Coordinate and schedule telephone consultations between clients and advisors, qualify advisors, apply client compliance restrictions, maintain consultation status, follow multiple project work streams, and support Project Managers with ad-hoc requests.
Summary Generated by Built In

Overview 

The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research needs and deliver the experts closest to the topic, often within hours.  

Who We Are:  

  • Team-oriented and collaborative
  • Hard-working professionals who strive for excellence
  • Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint 

What YOU will own: 

  • 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
  • Communicate with advisors and convince them to participate phone consultations
  • Qualify Advisors via questionnaire to confirm if they are appropriate for consultations
  • Understand and interpret client compliance restrictions and proactively apply them in advisor communications
  • Follow multiple work streams to help Project Managers track progress on projects
  • Assist with ad-hoc requests 

Experience YOU will bring: 

  • 1-3 years of previous work experience dealing in a high call volume environment 

Skills YOU will bring: 

  • Attention to detail and excellent follow-up skills required
  • Strong aptitude for developing systems of organization
  • Excellent time management skills and able to multi-task
  • Ability to work as part of an international team and independently
  • Excellent sense of urgency and responsiveness 

WHAT WE OFFER: 

  • You will also be eligible for the following benefits:
  • Gain opportunities to master core career skills, including multi-tasking, interpersonal skills, time management, and more.
  • Gain extensive exposure to new industries and hot topics and interact with experts in different industries.
  • Strong team support, comprehensive training plans, and targeted mentorship to ensure your career advancement.
  • Medical coverage, central office location, competitive salary, and young and interesting working atmosphere.
  • Development opportunities through the LinkedIn Learning platform.
  • Free snacks, fruits, and drinks in the company pantry also other social events. 

About Guidepoint:  

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 1.75 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.  

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.  

#LI-VZ1

#LI-onsite


Skills Required

  • 1-3 years of experience in a high call volume environment
  • Attention to detail and excellent follow-up skills
  • Strong aptitude for developing systems of organization
  • Excellent time management skills and ability to multi-task
  • Ability to work as part of an international team and independently
  • Excellent sense of urgency and responsiveness
  • Ability to understand and interpret client compliance restrictions

Guidepoint Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Guidepoint and has not been reviewed or approved by Guidepoint.

  • Leave & Time Off Breadth Paid time off and sick days are considered competitive for early‑career roles, with separate allocations for PTO and sick time. This breadth supports baseline work-life needs beyond just holidays.
  • Retirement Support A 401(k) plan with company matching is highlighted and aligned with mid‑market expectations. Employer verification of the match underscores a tangible long‑term benefit.
  • Wellbeing & Lifestyle Benefits A casual hybrid work environment, wellness activities, team events, commuter support, and office perks are emphasized. These culture‑oriented offerings add non‑cash value to the overall package.

Guidepoint Insights

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The Company
HQ: New York, NY
2,882 Employees
Year Founded: 2003

What We Do

Guidepoint connects clients with vetted subject matter experts—Advisors—from our global professional network. Our clients leverage the insights and perspectives shared by our Advisors to stay informed and make better business decisions. Our multinational client list includes nine of the top 10 global consulting firms, hundreds of hedge funds (including five of the largest firms), and many of the largest private equity firms and Fortune-ranked companies. Guidepoint’s fourteen offices on three continents provide 24/7, quick and agile service.

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