Client Experience & Events Coordinator - Fort Walton Beach, FL

Advisor Talent Solutions

Florida

1 day ago

Job Description

Position: Client Experience & Events Coordinator

Firm: Slagle Financial

Location: Fort Walton Beach, FL

Overview:

Are you passionate about creating exceptional client experiences? Slagle Financial is seeking a detail-oriented and service-driven Client Experience & Events Coordinator to join our growing team in Fort Walton Beach, FL. This role is ideal for someone who enjoys building relationships, providing outstanding administrative support, and coordinating memorable client events. You'll play a key role in delivering the high-touch experience our clients have come to expect while supporting the day-to-day operations of the firm.

What you’ll do:

Serve as the first point of contact for clients, both in-person and over the phone, creating 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.

What We’re Looking For:

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.
A professional and positive attitude with a client-first mindset.

Bonus Points:

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.

What You’ll Get:

Pay & Perks:

Starting salary of $45,000+
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

Schedule:

Full-time
Monday through Friday, 8:30 AM to 4:30 PM
Evening availability required 1-2 times per month for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com

Numbers & Facts

Location	Florida
Website	https://advisortalentsolutions.com/careers/

Skills

Administrative Skillsunmatched
Calendar Managementunmatched
Communication Skillsunmatched
Content Management Systems (CMS)unmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Event Managementunmatched
Financial Servicesunmatched
Follow Throughunmatched
Health Insuranceunmatched
Interpersonal Skillsunmatched
Life Insuranceunmatched
Logistics Managementunmatched
Marketingunmatched
Multitaskingunmatched
Newsletterunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Professional Servicesunmatched
Record Keepingunmatched
Seminarsunmatched
Time Managementunmatched
Vendor/Supplier Relationsunmatched
Writing Skillsunmatched

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