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.