Client Services Appointment Scheduler

Grand Rapids, MI, US, United States

Job Description

Job Title:

Scheduler

Department:

Client Services

Reports to:

Director of Operations

FLSA Status:

Hourly Non-Exempt

Hours: 8:30 AM to 5:30 PM



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.

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Job Detail

  • Job Id
    JD6428698
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Grand Rapids, MI, US, United States
  • Education
    Not mentioned