Client Services Associate

4 days ago


Milwaukee, United States Expert Institute Full time

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 Services Associate, 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


  • Milwaukee, Wisconsin, United States Expert Institute Full time

    Company DescriptionExpert 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...

  • Client Care Associate

    6 hours ago


    Milwaukee, Wisconsin, United States Argus Technical Services Full time

    About the Role:The Client Care Associate position at Argus Technical Services is an exciting opportunity to work in a dynamic and supportive environment. As a key member of our client-facing team, you will be responsible for delivering exceptional service and support to our clients.Respond to customer inquiries and resolve issues promptly and...


  • Milwaukee, United States Expert Institute Full time

    Company DescriptionExpert 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...


  • Milwaukee, WI, United States Expert Institute Full time

    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...


  • Milwaukee, Wisconsin, United States Equiniti Full time

    EQ US is a leading provider of ownership data management, analytics, and advisory services to public and private companies as well as corporate issuers and mutual funds.We are seeking a Client Support Associate to join our Relationship Management Team, providing exceptional customer service and supporting the growth of our business. The ideal candidate will...


  • Milwaukee, Wisconsin, United States Wisconsin Humane Society Full time

    About Our OrganizationThe Wisconsin Humane Society is a 501(c)(3) nonprofit organization dedicated to promoting animal welfare and providing essential services to the community. As a Client Services Representative, you will be part of a dynamic team that makes a meaningful difference in the lives of thousands of animals and the people who love them.Job...


  • Milwaukee, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Mequon, WI is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Client Associate to join their team to lead proactive in-office support to financial advisors and...


  • Milwaukee, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Mequon, WI is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Client Associate to join their team to lead proactive in-office support to financial advisors and...


  • milwaukee, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Mequon, WI is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Client Associate to join their team to lead proactive in-office support to financial advisors and...


  • Milwaukee, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Mequon, WI is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Client Associate to join their team to lead proactive in-office support to financial advisors and...


  • milwaukee, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Mequon, WI is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Client Associate to join their team to lead proactive in-office support to financial advisors and...


  • Milwaukee, Wisconsin, United States Lesaffre Group Full time

    At the Lesaffre Group, we are committed to delivering exceptional customer experiences. As a Client Support Associate, you will play a vital role in ensuring customer satisfaction and driving business growth.About UsLesaffre is a leading global player in the fermentation industry, with a rich history spanning over 170 years. Our innovative approach and...


  • Milwaukee, WI, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Mequon, WI is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Client Associate to join their team to lead proactive in-office support to financial advisors...


  • Milwaukee, Wisconsin, United States BCI - Brokerage Consultants Inc Full time

    About the Role: We are seeking a highly organized and detail-oriented Client Service Representative to join our client account management team at BCI - Brokerage Consultants Inc. This role focuses on delivering exceptional client service, demonstrating empathy, and utilizing strong problem-solving skills. Responsibilities include active communication with...


  • Milwaukee, Wisconsin, United States Expert Institute Full time

    About the RoleExpert Institute is seeking a driven and detail-oriented Client Advisor to serve as a key liaison between our organization and trial attorney clients.This role plays a critical part in shaping case strategies by providing expert witness selection and litigation consulting.Key ResponsibilitiesClient Consultation & StrategyConduct comprehensive...


  • Milwaukee, Wisconsin, United States Lutheran Social Service of Minnesota Full time

    Key ResponsibilitiesThe Care Coordinator will be responsible for:Assessing client needs and developing individualized service plansProviding services to support client independence and growthCollaborating with service teams and clinical supervisors to determine interventionsCommunicating effectively with team members and providersThe successful candidate...


  • Milwaukee, Wisconsin, United States Old National Bank Full time

    About the JobThis is an exciting opportunity to join Old National Bank as a Financial Services Consultant. In this role, you will be responsible for developing and maintaining client relationships, identifying new business opportunities, and delivering exceptional customer service.You will work closely with our sales team to identify and pursue new business...


  • Milwaukee, Wisconsin, United States Serve You Custom Prescription Management Full time

    Job DescriptionAs an Account Manager, you will play a critical role in supporting our clients and driving business growth.You will be responsible for providing exceptional client service, including responding to client inquiries, coordinating implementations, and providing training on self-service tools.In addition, you will work closely with our team to...


  • Milwaukee, Wisconsin, United States Wisconsin Humane Society Full time

    Job DetailsLevelEntryJob LocationMilwaukee Campus - Milwaukee, WIEducation LevelNoneSalary Range$13.75 HourlyJob CategoryNonprofit - Social ServicesDescriptionAre you looking for a highly rewarding career with great benefits and opportunities for growth? The Wisconsin Humane Society (WHS) Milwaukee Campus is looking for full-time and part-time Client...


  • Milwaukee, Wisconsin, United States Labcorp Full time

    About UsAt Labcorp, we are dedicated to helping people live healthy and happy lives. Our team of passionate professionals provides vital information that empowers our clients and patients to understand their health.We are seeking a skilled Client Services Representative to join our team. This role will involve working with physician offices, hospital...