Client Service Associate – Strategic Research

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Occupation tasks (O*NET)

Public-domain labor data — prepare examples for 2–3 of these.

• Make bids or offers to buy or sell securities.
• Monitor markets or positions.
• Agree on buying or selling prices at optimal levels for clients.
• Keep accurate records of transactions.
• Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
• Complete sales order tickets and submit for processing of client-requested transactions.
• Report all positions or trading results.
• Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.

O*NET source

Company facts (cached)

Website: guidepoint.com

Guidepoint is an expert network, providing business & government professionals with opportunities to communicate with industry and subject-matter experts to answer research questions.

Public cache only — not an employee review.

Role overview (listing rewrite)

Join Guidepoint in Mumbai, Maharashtra, India, as a full-time Client Service Associate - Strategic Research and play a key part in linking organisations with the specialist knowledge they need for critical choices. Role Overview The Strategic Research function underpins successful client outcomes at Guidepoint by ensuring precise, timely delivery of expert input worldwide. In this Client Service Associate - Strategic Research position based in Mumbai you will concentrate on forging the most relevant links between clients and Advisors operating across industries in the United States and Europe. You will examine sectors tied to each assignment and identify outstanding subject-matter specialists for the Guidepoint network so client requirements are fulfilled. Daily collaboration takes place with Project Managers and Research Managers located in China. The working hours run from 4:30 PM to 1:00 AM IST so that global stakeholders receive continuous support. Guidepoint is hiring for this role and offers a supportive team environment. Core Duties Carefully examine incoming client research briefs and apply multiple resources to locate the most appropriate subject-matter experts across locations, sectors and specialised themes Engage potential Advisors through telephone conversations, professional networking platforms and direct outreach to explain the fit between their knowledge and the active project, then bring them into the network Evaluate candidates for project suitability and prepare clear, client-ready profiles of qualified experts Foster collaborative relationships with colleagues across offices and with Advisors to maintain smooth project execution Qualifications Bachelor’s degree supported by a strong academic record Fluent command of English Confident, outgoing manner that enables easy conversation with professionals at every level Genuine interest in a sourcing or lead-generation style of work Curiosity about new topics and readiness to expand knowledge continuously Outstanding written and spoken communication abilities Proven capacity for effective time management and organisation Comfort working independently as well as within a team Adaptability to a fast-moving entrepreneurial setting Clear interest in collaborating across international teams Working at Guidepoint Guidepoint is a leading research enablement platform that equips clients with deeper understanding so they can convert insights into decisive action. Supported by innovative technology, real-time data and hard-to-reach expertise, the organisation…

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Questions to ask them

• What does success look like in the first 90 days for this role?
• How is the team structured, and who would I work with most?
• What tools and systems does this role use daily?
• Is the work primarily based in Mumbai, Maharashtra, India, hybrid, or fully remote?