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Client Relationship & Scheduling Coordinator (Work From Home)
<p><span style="font-size: 18pt"><span style="font-weight: bold">Client Relationship & Scheduling Coordinator (Work From Home)</span></span></p> <p><span style="font-weight: bold">Company:</span> Expivia Marketing<br><span style="font-weight: bold">Location:</span> Work From Home <em>(Initial Training at Expivia’s Main Office – Erie, PA)</em><br><span style="font-weight: bold">Employment Type:</span> Full-Time</p> <p><br></p> <p><span style="font-size: 18pt"><span style="font-weight: bold">Why You’ll Love This Role</span></span></p> <p>Join a <span style="font-weight: bold">fast-growing, professional organization</span> and enjoy the flexibility of working from home. After completing a <span style="font-weight: bold">mandatory in-person training at Expivia’s main office in Erie, PA</span>, you’ll transition into a permanent remote role where you’ll play a key part in keeping clients connected with their financial advisers.</p> <p><br></p> <p><span style="font-size: 18pt"><span style="font-weight: bold">What You’ll Do</span></span></p> <ul> <li>Communicate with current clients of financial advisers by phone and email (No cold calling)</li> <li>Conduct scripted qualifying questions to understand client interest and needs</li> <li>Schedule, confirm, and manage adviser appointments</li> <li>Follow up with clients to maintain engagement and a positive experience</li> <li>Keep adviser calendars organized and accurate</li> </ul> <p><br></p> <p><span style="font-size: 18pt"><span style="font-weight: bold">What We’re Looking For</span></span></p> <ul> <li>High school diploma or GED (required)</li> <li>Experience in customer service, scheduling, or sales (preferred)</li> <li>Must successfully pass a criminal background check</li> <li>Proficient with Microsoft Word & Excel</li> <li>Excellent communication skills and professional phone presence</li> <li>Organized, detail-oriented, and able to multitask effectively</li> <li>Positive attitude and commitment to client satisfaction</li> </ul> <p><br></p> <p><span style="font-size: 18pt"><span style="font-weight: bold">Compensation & Growth</span></span></p> <ul> <li><span style="font-weight: bold">Starting Pay:</span> $12.50 – $14.00 per hour (based on experience)</li> <li><span style="font-weight: bold">Pay Increase:</span> Eligible for a raise after 90 days</li> <li><span style="font-weight: bold">Career Growth:</span> Expivia Marketing promotes from within for management, HR, and client service roles.</li> <li><span style="font-weight: bold">Clear Career Path:</span> This position offers the opportunity to grow from <span style="font-weight: bold">Client Relationship & Scheduling Coordinator (Appointment Manager)</span> into an <span style="font-weight: bold">Advisor Support Coordinator</span> role — a higher-paying position with expanded responsibilities.</li> </ul> <p><br></p> <p><span style="font-size: 18pt; font-weight: bold">Why Work With Expivia</span></p> <p>This isn’t just a scheduling job — it’s a <span style="font-weight: bold">key relationship-building role</span> with room to grow. You’ll gain valuable experience, enjoy the <span style="font-weight: bold">flexibility of working from home</span>, and be part of a company that prioritizes internal promotion as we expand.</p>