Appointment Scheduler (Work From Home)

Expivia; Erie (Erie County); Remote; USD 19,000 - 21,000; Full time

Job summary

Expivia Marketing is hiring for a Client Relationship & Scheduling Coordinator (Work From Home). After mandatory in-person training at Expivia’s Erie, PA office, you’ll operate remotely to keep clients connected with their financial advisers. You’ll handle scheduling, communications, and follow-ups to ensure high-quality service.

The role requires a high school diploma, familiarity with Word/Excel, and strong communication. Opportunity for growth within a professional, client-focused team.

Qualifications

• 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.

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.

Skills

Customer service

Scheduling

Sales

Phone communication

Multitasking

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

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: $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.