Strategic Client Advisor for Litigation & Research

SmartRecruiters, Inc.; Milwaukee (WI); Remote; USD 65,000 - 90,000; Full time

Job summary

Expert Institute in Milwaukee, WI is seeking a Client Advisor on the managed billing team to bridge between attorney-clients and our data-driven platform. You will influence case outcomes through expert witness selection, strategic consulting, and meticulous client service in a fast-paced tech-enabled environment.

The role combines legal analysis, project management, and proactive communication to ensure timely, high-quality deliverables while building trusted advisor relationships with clients

Qualifications

• Bachelor of Science or Bachelor of Arts degree.
• 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 preferred but not required.

Responsibilities

• 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.
• Oversee end-to-end client engagements.
• Ensure timely delivery and exceptional quality of all deliverables.
• 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.

Skills

Attention to detail

Analytical thinking

Communication skills

Independent work

Education

Bachelor of Science or Bachelor of Arts

Job description

Expert Institute in Milwaukee, WI is seeking a Client Advisor on the managed billing team to bridge between attorney-clients and our data-driven platform. You will influence case outcomes through expert witness selection, strategic consulting, and meticulous client service in a fast-paced tech-enabled environment.

The role combines legal analysis, project management, and proactive communication to ensure timely, high-quality deliverables while building trusted advisor relationships with clients