Appointment Scheduler (Work From Home)

Expivia Interaction Marketing Group; United States; Remote; USD 19,286 - 20,664; Full time

Job summary

Expivia Marketing is seeking a Client Relationship & Scheduling Coordinator to support advisers' clients remotely, with mandatory in-person training at our Erie, PA office.

As a full-time, work-from-home role, you will schedule appointments, respond to inquiries by phone and email, and maintain calendars with accuracy, while delivering excellent service and organization. Starting pay is $14.00–$15.50 per hour, with a raise after 90 days and growth within the company.

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.
• Positive attitude and commitment to client satisfaction.

Responsibilities

• Communicate with current clients of financial advisers by phone and email.
• 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

Communication skills

Phone presence

Organized

Detail-oriented

Multitask

Positive attitude

Education

High school diploma or GED

Tools

Microsoft Word

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.