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Client Relationship & Scheduling Coordinator (Work From Home)
Client Relationship & Scheduling Coordinator (Work From Home) Company: Expivia Marketing Location: Work From Home (Initial Training at Expivia’s Main Office – Erie, PA) Employment Type: Full-Time Why You’ll 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 Expivia’s main office in Erie, PA, you’ll transition into a permanent remote role where you’ll play a key part in keeping clients connected with their financial advisers. What You’ll 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 We’re 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 isn’t just a scheduling job — it’s a key relationship-building role with room to grow. You’ll gain valuable experience, enjoy the flexibility of working from home, and be part of a company that prioritizes internal promotion as we expand.