Customer Service

We are seeking an Appointment Manager (AM) to join our team! 

THIS IS A WORK-FROM-HOME POSITION!

However, please note there will be mandatory initial in-person training at our main office in Erie, PA.

Selected Applicants will contact existing clients of Financial Advisers to attempt to schedule a meeting to discuss their financial situation. New hires will be educated on best practices for maintaining the Client/Adviser Relationship.

Apply now for the ability to join an exciting, professional, growing organization. With growth comes the need for additional Management, HR, and Client Service Positions which we will primarily fill from in-house

Responsibilities

• Communicate with current clients of Financial advisers (through Outbound Calling and Email) 
• Inquire about their level of interest in engaging with the Financial Advisers through a series of scripted qualifying questions. 
• Touch base and follow up with all Current Clients
• Schedule reviews of the client's present accounts
• Manage the schedules/appointments of all assigned Financial Advisers 
  
• Most of the people contacted have a long and warm relationship with their Financial Advisor and are awaiting the  call.

Please note that this role does not involve cold calling or sales; it is an inbound customer service position only.

Qualifications:

• Previous experience in sales, customer service, or other related fields a PLUS
• High School Diploma or GED Equivalent 
• Must pass Criminal Background Check 
• Microsoft Office (Word, Excel) 
• Ability to build rapport with customers 
• Strong communication skills and professionalism 
• Detail Oriented 
• Ability to multitask and manage time effectively
•  Provide a consistent positive attitude & effort 
• Have a warm and engaging disposition.

To apply, please fill out the online application and attach your resume. Resumes may also be sent to talent@expivia.net.