Client Experience & Scheduling Specialist

Cocheco Elder Law; Dover (NH); On-site; USD 36,000 - 52,000; Full time

Job summary

Cocheco Elder Law seeks a Client Services Satisfaction Specialist to support the firm’s vision and mission by ensuring client matters progress smoothly through the legal process and coordinating all client meetings with timely confirmations. Primary focus is scheduling to meet client needs while supporting firm cash flow and providing high-level service that enhances client satisfaction and loyalty.

The role collaborates with lawyers, marketing, and finance, while maintaining strict

Qualifications

• Associate Degree or High School Diploma with 2–3 years Member/Client Services experience.

Responsibilities

• Ensure customer experience meets or exceeds client expectation
• Perform front desk and all incoming calls
• Schedule all office appointments for staff and confirmation calls for appointments
• Ensure client needs and law firm cash flow needs are met
• Update calendar to reflect cash flow in client management software
• Update all client matters to reflect client services tasks
• Handling client calls/emails timely and routing as needed
• Greet clients and maintain needs during onsite visits
• Enter meeting notes and next actions from attorney meetings into the management system
• Prepare rooms for daily client meetings
• Obtain client payments to be processed by accounting
• Draft check requests and deposits for client matters
• Maintain billing when required
• Maintain and organize client files (manual and electronic)

Skills

Administrative skills

Customer service

Communication skills

Time management

Microsoft Office

Education

Associate Degree or High School Diploma

Tools

Microsoft Office Suite

Job description

Cocheco Elder Law seeks a Client Services Satisfaction Specialist to support the firm’s vision and mission by ensuring client matters progress smoothly through the legal process and coordinating all client meetings with timely confirmations. Primary focus is scheduling to meet client needs while supporting firm cash flow and providing high-level service that enhances client satisfaction and loyalty.

The role collaborates with lawyers, marketing, and finance, while maintaining strict