Client Services Appointment Scheduler

Job Description

Job Description

Statement of Purpose:

The Scheduler is the person who updates, maintains, organizes and verifies the calendars of each person in each of our offices that conducts client meetings.

This person will be a hard-working, detail oriented, professional with the ability to handle competing priorities and strict deadlines with a smile on their face. This person will be comfortable incorporating new and effective ways to achieve better results.

Objectives, tasks, duties, functions & responsibilities:

• Scheduling, rescheduling, confirming and canceling appointments
• Assisting in the closing of sales meetings, preparing invoices, taking payments
• Follow up phone calls made to clients or potential clients to schedule next meetings
• Design and maintain monthly “out of office” calendars for staff members that work in more than one office
• Answering incoming phone calls, transferring phone calls to appropriate staff members and sometimes taking messages.
• Office opening/closing procedures.
• Monitoring the number of each meeting type scheduled by week so that we do not overbook our production departments
• All preparation and management of workshops including but not limited to, scheduling, registration, room set-up, ZOOM webinar, sign-up clients, and client follow-through the sales funnel, tracking results in excel, and achieving conversion goals.

Education Required: Bachelor’s Degree or equivalent in work experience

Qualifications / Specific Skills required:

•At least 2 years of customer/client service experience in a professional environment

•Type 60 wpm with better than 96% accuracy

•Proficient in all Microsoft office programs

•Excellent communication skills both verbal and written

•Experience with the LawMatics and Clio database software is a plus

Work Location: Grand Rapids 4 days per week, Holland, Norton Shores or Portage once per week.

* This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities. There may be unplanned activities and other duties assigned.