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 afast-growing, professional organizationand enjoy the flexibility of working from home. After completing amandatory 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:$14.00 - $15.50 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 fromClient Relationship & Scheduling Coordinator (Appointment Manager)into anAdvisor Support Coordinatorrole — a higher-paying position with expanded responsibilities.
Why Work With Expivia
This isn’t just a scheduling job — it’s akey relationship-building rolewith room to grow. You’ll gain valuable experience, enjoy theflexibility of working from home, and be part of a company that prioritizes internal promotion as we expand.
Salary: $14.00-$15.50Originally posted on