Client Experience & Events Coordinator - Fort Walton Beach, FL

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

Position:Client Experience & Events Coordinator - Fort Walton Beach, FL

Location: Fort Walton Beach, FL

Remote Status: On-Site

Job Id:4076

# of Openings:1

Position: Client Experience & Events Coordinator

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:

• Starting salary of $45,000+
• Health 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