Client Relationship & Scheduling Coordinator (Work From Home)
- 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
- 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
- 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.
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