We Love AI JobsAppointment Scheduler (Work From Home)
Expivia Interaction Marketing Group Inc.This full-time remote role coordinates appointments between financial advisers and their current clients, with no cold calling. You’ll ask scripted qualifying questions, manage adviser calendars, and follow up with clients; initial training takes place in Erie.
Skills & Expertise
Key Responsibilities
Contact current financial adviser clients by phone and email to ask scripted qualifying questions.
Schedule, confirm, and manage adviser appointments and calendars.
Follow up with clients to maintain engagement and a positive experience.
Full Description
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: $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 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.