Client Relationship & Scheduling Coordinator (Work From Home)

Expivia Interaction Marketing Group Inc.Erie, PA
21h$13 - $14Remote

About The Position

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.

Requirements

  • High school diploma or GED (required)
  • 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

Nice To Haves

  • Experience in customer service, scheduling, or sales (preferred)

Responsibilities

  • 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
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