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. Apply tot his job