What are the responsibilities and job description for the Client Advocate 12 years of corporate experience position at Expert Institute?

Job Description

POSITION OVERVIEW Expert Institute is seeking a driven and detail-oriented Client Advisor to serve as a key liaison between our organization and trial attorney clients. In this role, you will play a critical part in shaping case strategies by providing expert witness selection and litigation consulting. This position is ideal for self-directed professionals who thrive in a fast-paced, technology-driven environment and excel in 1 : 1 client service, legal analysis, and project management. The workload is intense but rewarding, for the right professional.

KEY RESPONSIBILITIES

Client Consultation & Strategy

Conduct comprehensive case intake discussions with trial attorneys to assess litigation strategies and expert witness needs.
Analyze case details and develop customized expert search strategies that align with proposed legal arguments.
Transform complex client requirements into actionable research initiatives that you will own to identify the most relevant experts.

Project & Case Management

Oversee the full lifecycle of client engagements, ensuring smooth execution across multiple service lines.

Monitor client usage and engagement throughout their contract term to maximize service value.

Coordinate timely and high-quality expert recommendations, maintaining precision and efficiency in deliverables.

Relationship Development & Client Success

Build and maintain trusted relationships with attorney clients, becoming a reliable resource throughout the litigation process.

Present expert witness findings and strategic recommendations to key stakeholders.

Proactively identify and address potential challenges, ensuring seamless service delivery.

Qualifications : Qualifications

Ability and confidence to thrive in a fast-paced, high-volume environment; and independently manage multiple projects.

Ability to thoughtfully and pursuasively speak on the phone, over video or in-person

Bachelor’s degree (B.A. or B.S.) preferred.

1-3 years of experience in client service, consulting, or a related field a huge plus.

Strong analytical and critical thinking skills with a meticulous attention to detail.

Excellent written and verbal communication skills.

Demonstrated problem-solving ability with a creative and strategic mindset.

Experience in legal, research, or professional services industries is a plus.

Additional Information

Why Join Us? This is a unique opportunity to join a fast-growing, innovative organization at the intersection of law and expert consulting. You will work directly with leading attorneys on high-impact litigation, contributing to case success through your expertise and strategic insights.

Gain insider exposure to the legal industry and high-profile litigation.

Develop invaluable research and analytical skills applicable across industries.

Work in a dynamic, fast-paced environment where no two cases are the same.

Be part of a team that values curiosity, innovation, and professional growth .

In addition to working with amazing people in a team-oriented culture , we offer staff development opportunities, and world-class benefits , including a 401(k) with a match , and free office lunches on Wednesdays and Fridays.

This role operates Monday–Friday, 9 : 00 AM – 6 : 00 PM CST .

If you’re looking for an engaging role that blends research, communication, and client service, we’d love to hear from you!

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

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