Client Services Appointment Scheduler

Law Offices Of David L Carrier P C • Grand Rapids, MI

5d • Hybrid

About The Position

The Scheduler is responsible for updating, maintaining, organizing, and verifying the calendars of staff members who conduct client meetings across multiple offices. This role requires a detail-oriented, professional individual capable of managing competing priorities and deadlines effectively, while maintaining a positive attitude. The ideal candidate will be adaptable and open to incorporating new methods for improved results.

Requirements

• Bachelor's Degree or equivalent in work experience.
• At least 2 years of customer/client service experience in a professional environment.
• Typing speed of 60 wpm with better than 96% accuracy.
• Proficiency in all Microsoft Office programs.
• Excellent communication skills, both verbal and written.

Nice To Haves

• Experience with LawMatics and Clio database software.

Responsibilities

• Scheduling, rescheduling, confirming, and canceling appointments.
• Assisting in closing sales meetings, preparing invoices, and processing payments.
• Making follow-up calls to clients or potential clients to schedule future meetings.
• Designing and maintaining monthly "out of office" calendars for staff members working in multiple locations.
• Answering incoming phone calls, transferring calls to appropriate staff, and taking messages.
• Performing office opening and closing procedures.
• Monitoring the number of each meeting type scheduled weekly to prevent overbooking of production departments.
• Managing all aspects of workshops, including scheduling, registration, room setup, ZOOM webinars, client sign-ups, client follow-through in the sales funnel, tracking results in Excel, and achieving conversion goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level