Client Services Appointment Scheduler

Update, maintain, and verify calendars for staff across multiple offices while scheduling, rescheduling, confirming, and canceling appointments. Manage workshop logistics including registration, room setup, and Zoom webinars, then track results in Excel to achieve conversion goals. Handle incoming calls, transfer them to appropriate staff, and follow up with clients to schedule next meetings. Monitor weekly meeting volumes to prevent overbooking production departments and prepare invoices and payments for closed sales meetings. Design monthly out-of-office calendars for multi-office staff and manage office opening and closing procedures.