Client Relationship & Scheduling Coordinator (Work From Home)

Expivia Interaction Marketing Group Inc. • Erie, PA

21h • $13 - $14 • Remote

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED