Client Experience & Events Coordinator - Fort Walton Beach

Advisor Talent Solutions; Fort Walton Beach (FL); On-site; USD 41,000 - 50,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Life insurance

Disability insurance

Paid Time Off (PTO)

Job summary

Slagle Financial in Fort Walton Beach, FL is seeking a Client Experience & Events Coordinator to deliver high-touch client service and coordinate educational events. The role is on-site with standard business hours and occasional after-hours events.

The ideal candidate will manage calendars, maintain client records, and support marketing and communications efforts to enhance client relationships. Relevant event coordination experience is a plus.

Qualifications

• Strong customer service and interpersonal communication skills.
• Excellent verbal and written communication with strong grammar and attention to detail.
• Able to thrive in a fast-paced environment while managing multiple priorities.
• Strong organizational and time-management skills.

Responsibilities

• Be first point of contact for clients, in-person and by phone.
• Schedule appointments and manage advisor calendars.
• Maintain accurate client records and update the database.
• Prepare and distribute client communications and newsletters.
• Support client follow-up and relationship-building efforts.
• Plan and execute client events and seminars.

Skills

Customer service

Interpersonal skills

Verbal communication

Written communication

Time management

Organizational skills

Independent work

Professional demeanor

Tools

Microsoft Office

Job description

Slagle Financial in Fort Walton Beach, FL is seeking a Client Experience & Events Coordinator to deliver high-touch client service and coordinate educational events. The role is on-site with standard business hours and occasional after-hours events.

The ideal candidate will manage calendars, maintain client records, and support marketing and communications efforts to enhance client relationships. Relevant event coordination experience is a plus.