Appointment Scheduler (Work From Home)

Expivia Interaction Marketing Group; Erie (Erie County); Remote; USD 17,220 - 19,286; Full time

Benefits offered by this job

Work from home flexibility

Career growth opportunities

Clear career path

Job summary

A flexible marketing company is looking for a Client Relationship & Scheduling Coordinator who will work from home after initial training at the office in Erie, PA. Responsibilities include managing client communication, scheduling adviser appointments, and maintaining positive client relationships. The role requires a high school diploma and customer service experience. Starting pay ranges from $12.50 to $14.00 per hour, with growth opportunities within the company for advancement.

Qualifications

• High school diploma or GED is required.
• Experience in customer service or scheduling is preferred.
• Proficient with Microsoft Word & Excel.

Responsibilities

• Communicate with clients of financial advisers by phone and email.
• Schedule, confirm, and manage adviser appointments.
• Follow up with clients to maintain engagement.

Skills

Customer service experience

Excellent communication skills

Organized and detail-oriented

Proficient with Microsoft Word & Excel

Education

High school diploma or GED

Job 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: $12.50 – $14.00 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.