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Client Relationship & Scheduling Coordinator (Work From Home)
Client Relationship & Scheduling Coordinator (Work From Home)Expivia Interaction Marketing Group Inc. • Erie, PA, US
Client Relationship & Scheduling Coordinator (Work From Home)

Client Relationship & Scheduling Coordinator (Work From Home)

Expivia Interaction Marketing Group Inc. • Erie, PA, US
30+ days ago
Job type
  • Full-time
  • Permanent
  • Remote
Job description

Job Description

Job Description

Salary : $12.50-$14

Client Relationship & Scheduling Coordinator (Work From Home)

Company : Expivia Marketing

Location : Work From Home (Initial Training at Expivias Main Office Erie, PA)

Employment Type : Full-Time

Why Youll Love This Role

Join a fast-growing, professional organization and enjoy the flexibility of working from home. After completing a mandatory in-person training at Expivias main office in Erie, PA, youll transition into a permanent remote role where youll play a key part in keeping clients connected with their financial advisers.

What Youll Do

  • Communicate with current clients of financial advisers by phone and email (No cold calling)
  • Conduct scripted qualifying questions to understand client interest and needs
  • Schedule, confirm, and manage adviser appointments
  • Follow up with clients to maintain engagement and a positive experience
  • Keep adviser calendars organized and accurate

What Were Looking For

  • High school diploma or GED (required)
  • Experience in customer service, scheduling, or sales (preferred)
  • Must successfully pass a criminal background check
  • Proficient with Microsoft Word & Excel
  • Excellent communication skills and professional phone presence
  • Organized, detail-oriented, and able to multitask effectively
  • Positive attitude and commitment to client satisfaction

    • Compensation & Growth

  • Starting Pay : $12.50 $14.00 per hour (based on experience)
  • Pay Increase : Eligible for a raise after 90 days
  • Career Growth : Expivia Marketing promotes from within for management, HR, and client service roles.
  • Clear Career Path : This position offers the opportunity to grow from Client Relationship & Scheduling Coordinator (Appointment Manager) into an Advisor Support Coordinator role a higher-paying position with expanded responsibilities.

    • Why Work With Expivia

    This isnt just a scheduling job its a key relationship-building role with room to grow. Youll gain valuable experience, enjoy the flexibility of working from home, and be part of a company that prioritizes internal promotion as we expand.

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