Legal Client Advisor

Expert InstituteMilwaukee, WI
17h

About The Position

About the Role As a Client Advisor on the managed billing team, you'll be a crucial link between Expert Institute and our attorney-clients, directly impacting case outcomes through expert witness selection and strategic consulting. This role combines legal analysis, client service, and project management in a fast-paced, technology-driven environment.

Requirements

  • Bachelor of Science or Bachelor of Arts
  • 1-3 years of client or customer service experience
  • Exceptional attention to detail and commitment to accuracy
  • Strong analytical and critical thinking abilities
  • Demonstrated ability to work independently in a fast-paced environment
  • Outstanding written and verbal communication skills
  • Proven track record of meeting deadlines and managing multiple priorities
  • Natural problem-solver with a creative approach to challenges
  • Previous experience in legal, research, or professional services industries

Responsibilities

  • Strategic Client Partnership
  • Lead comprehensive case intake conversations with attorneys
  • Analyze case theories and develop targeted expert witness search strategies
  • Translate complex legal needs into actionable research parameters
  • Project Management
  • Oversee end-to-end client engagements
  • Ensure timely delivery and exceptional quality of all deliverables
  • Relationship Management
  • Build and maintain strong relationships with attorney clients
  • Present findings and recommendations to key stakeholders
  • Proactively identify and resolve potential challenges
  • Serve as a trusted advisor throughout the litigation process
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