Client Relationship & Scheduling Coordinator (Work From Home) at Expivia Interaction Marketing Group Inc.

Client Relationship & Scheduling Coordinator (Work From Home)

Company: Expivia MarketingLocation: Work From Home (Initial Training at Expivia’s Main Office – Erie, PA)Employment Type: Full-TimeWhy You’ll Love This RoleJoin 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: $12.50 – $14.00 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 ExpiviaThis 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.

Life at Expivia Interaction Marketing Group Inc.

Expivia was honored to be named the 2016 Erie, Pa startup of the year. This award if given annually to the Erie company that is 5 years or younger that shows the most promise for sustained growth and profitability.

The mission of Expivia Interaction Marketing Group Inc. is to build strong and long term customer relationships for our clients while being an evangelist for their brand. We like to say we are a 21st century contact center on Steroids!

Expivia will enable customers of our clients to utilize a variety of options in communicating with them. These include voice, chat, social network channels, text/apps messaging, video calls, web portals, web RTC and even a natural speech IVR. While certain communication techniques have been enabled in the past, we will now provide callers with the ability to automatically choose their form of communication on any and all calls.

Expivia Interaction Marketing Group 2840 West 21st Street Erie, Pa 16506

814-868-5500 814-397-8354

Thrive Here & What We Value

Exciting Bilingual (Spanish/English) Customer Service

Work from Home Opportunity

Weekly Attendance Bonuses

Weekly Motivations

Flexible Schedules

Equipment Provided

Client Relationship & Scheduling Coordinator (Work From Home)

Life at Expivia Interaction Marketing Group Inc.

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