Appointment Scheduler (Work From Home)

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.

Employment type
Full-Time

Work arrangement
Yes