Client Experience & Events Coordinator - Fort Walton Beach, FL

Advisor Talent Solutions • Fort Walton Beach, FL

19h • Onsite

About The Position

Slagle Financial is seeking a detail-oriented, service-driven Client Experience & Events Coordinator to join its team in Fort Walton Beach, Florida. The role focuses on providing a high-touch client experience while supporting the firm's day-to-day operations. The coordinator serves as a welcoming first point of contact, provides administrative and relationship-building support, assists with marketing and reporting, and plans and delivers client events and educational seminars.

Requirements

• Strong customer service and interpersonal communication skills.
• Excellent verbal and written communication, including strong grammar and attention to detail.
• Ability to thrive in a fast-paced environment while managing multiple priorities.
• Strong organizational and time-management skills.
• Proficiency with Microsoft Office and general computer applications.
• Self-motivated, with the ability to work independently and follow through on tasks.
• Professional and positive attitude with a client-first mindset.

Nice To Haves

• Previous event planning or event coordination experience.
• Experience supporting executives, advisors, or professional service teams.
• Familiarity with content management systems or marketing platforms.
• Experience within financial services, professional services, or other client-focused environments.

Responsibilities

• Serve as the first point of contact for clients in person and over the phone, providing a welcoming and professional experience.
• Schedule appointments and manage advisor calendars.
• Maintain accurate client records and update the firm's database.
• Prepare and distribute client communications, including emails, newsletters, and firm updates.
• Support client follow-up and relationship-building efforts.
• Assist with marketing initiatives and general office operations.
• Track client referrals and support reporting activities.
• Plan, coordinate, and execute client events and educational seminars.
• Manage event logistics, including vendor relationships, venue coordination, registrations, and RSVPs.
• Promote events through email campaigns, social media, and other marketing channels.
• Support event setup, breakdown, and post-event follow-up.

Benefits

• Health insurance
• Dental insurance
• 401(k) with company match
• Life insurance
• Short-term and long-term disability coverage
• Paid Time Off (PTO)
• Opportunity to join a growing firm dedicated to delivering exceptional client service

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed