Appointment Scheduler (Work From Home)

🏢 Expivia Interaction Marketing Group · all Expivia Interaction Marketing Group jobs

📍 United States

📅 Posted 2026-08-23 · via Himalayas

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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-$15.50
Originally posted on Himalayas

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