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Expivia Interaction Marketing Group Inc. · 1 month ago

Client Relationship & Scheduling Coordinator (Work From Home)

United States

Full-time

Remote

New Grad, Entry Level

$12.50/hr - $14/hr

Expivia Interaction Marketing Group Inc. is a fast-growing organization that offers the flexibility of working from home after initial training at their Erie, PA office. In this role, you will be responsible for maintaining client connections with financial advisers through communication, scheduling, and ensuring a positive client experience.

Customer ServiceMessaging

Growth Opportunities

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

Qualification

Customer service experienceScheduling experienceMicrosoft WordMicrosoft ExcelOrganizedCommunication skillsDetail-orientedPositive attitude

Required

High school diploma or GED

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

Preferred

Experience in customer service, scheduling, or sales

Benefits

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.