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Appointment Scheduler (Work From Home)
Expivia Interaction Marketing Group Inc.
Remote, USA
Full-time
Entry
Remote
USD 13-15 hourly / hour
Discovered Yesterday
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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
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