Remote Client Scheduler & Relationship Coordinator

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

Benefits offered by this job

Flexible work schedule

Opportunities for career growth

Internal promotion opportunities

Job summary

A growing marketing company is looking for a Client Relationship & Scheduling Coordinator to work from home after completing initial training. The role involves communicating with clients, scheduling appointments, and ensuring a positive client experience. Candidates should have a high school diploma, excellent communication skills, and be organized. Starting pay ranges from $12.50 to $14.00 per hour, with opportunities for career growth and internal promotions.

Qualifications

• Experience in customer service, scheduling, or sales is preferred.
• Candidate must successfully pass a criminal background check.
• Must demonstrate excellent communication skills and a professional phone presence.

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

Organized

Detail-oriented

Multitasking

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.