Client Advisor - job 1 of 2

* MUST BE LOCATED IN PST OR MST *

Company Description

Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice.

We connect litigators with top industry experts, innovative litigation research, physician consultations, and comprehensive due diligence — all delivered through our SaaS platform, Expert iQ. Leveraging proprietary data and analytics, we give plaintiff firms a winning edge.

About the Role

As a Client Advisor, 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.

Key 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 across multiple service lines

  • Track and monitor client usage across the extent of a client’s contract

  • 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

Qualifications:

• 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

All your information will be kept confidential according to EEO guidelines.