Operations Specialist

guidepoint· Client Service - Institutional
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📍 Shanghai Shi, China

About this role

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: 

  • 14 annual leave days (PTO Days), 11 legal holidays, and 7 full paid sick days 
  • Social insurances and housing fund 
  • Shanghai CBD location, Hong Kou Football Stadium with Line 3 and line 8 metro
  • Free snacks and beverages in the office, including free coffee 
  • Competitive salary depending on experience. 
  • Casual work environment,
  • Monthly birthday celebration, team building, and 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.  

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Frequently Asked Questions

Is the salary disclosed for the Operations Specialist position at guidepoint?
The salary for this Operations Specialist role at guidepoint is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Operations Specialist position at guidepoint located?
This Operations Specialist role at guidepoint is based in Shanghai Shi, China. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Operations Specialist at guidepoint belong to?
This Operations Specialist position is part of the Client Service - Institutional department at guidepoint. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Operations Specialist position at guidepoint?
Click the "Apply Now" button on this page. You will be redirected to guidepoint's official application portal hosted on greenhouse where you can submit your application directly.
When was the Operations Specialist job at guidepoint posted?
This Operations Specialist position at guidepoint was posted on Jun 10, 2026. Apply as soon as possible — early applications are often reviewed first.
Operations Specialist
guidepoint
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