Client Experience & Events Coordinator

Slagle Financial; Destin (FL); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health Insurance

401(k) with match

Long term/Short term disability

Life Insurance

Paid Time Off (PTO)

Job summary

A fast-paced financial firm in Destin, FL is seeking a self-starter for the Client Relations and Marketing role. This entry-level position prioritizes exceptional client experience and involves managing social media campaigns, client databases, and marketing metrics. Come join a team that values both clients and team members, and directly impact their financial freedom.

Qualifications

• Strong follow-through and self-directed initiative are essential.
• Experience in fast-paced environments is necessary.
• Ability to motivate prospects to set appointments.

Responsibilities

• Manage our Client Database and oversee digital marketing campaigns.
• Create graphics for social media and email marketing.
• Answer phones and maintain client relationships.

Skills

Customer service oriented

Excellent communication skills

Strong organizational skills

Ability to multitask

Education

High school diploma or equivalent

Tools

Social media scheduling tools

Content management systems

Job description

Join to apply for the Client Relations and Marketing role at Slagle Financial

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Join to apply for the Client Relations and Marketing role at Slagle Financial

This range is provided by Slagle Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$40,000.00/yr - $55,000.00/yr

Client Relations and Marketing

Do you have a passion for creating a “WOW” experience for clients? Our fast-paced financial firm, Slagle Financial, in Fort Walton Beach, FL is looking for a self-starter, customer service-oriented individual. The perfect candidate will have a high level of interpersonal skills to provide our clients with the utmost client experience and be able to assist with the day-to-day operations of our administrative office.

We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!

Our office prides itself in providing the ULTIMATE client experience. YOU can make a direct impact on our client’s financial freedom!!

• Command of the English language and use of proper grammar
• Experience working in a fast-paced environment
• Ability to prioritize projects and manage time
• Working knowledge of computers and software
• Ability to multi-task

This position requires that you possess the following skills:

• Strong organizational skills and attention to detail
• Flexibility
• Ability to motivate prospects to set appointments
• Ability to demonstrate persistence to achieve quality
• Excellent communication skills – both verbal and written
• Self-directed initiative
• Process driven
• Ability to multi-task
• Strong follow-through
• Customer service oriented
• Knowledge of social media scheduling tools and analytics
• Knowledge of content management systems

Responsibilities/Tasks:

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

• Answer phones in a friendly, warm manner
• Manage our Client Database
• Create graphics for social media and email marketing campaigns
• Manage and actively post on company social media platforms: Facebook, Instagram, LinkedIn
• Oversee digital marketing campaigns
• Ensure consistency in the brand messaging
• Prepare emails and newsletters to send to current customers
• Oversee the business website to increase online traffic
• Conduct regular audits for social media and website marketing performance
• Track marketing metrics and analyze digital data to measure marketing success
• Attend Client events
• Schedule appointments and manage advisor calendars
• Maintain client relationships and welcome clients into the office
• Follow-up with clients and prospects between appointments
• Assist with the mailing of client reports and updates
• Help plan and attend client events and seminars
• Assist with ongoing marketing efforts
• Track Client Referrals
• Perform additional duties and responsibilities as required by management

Salary Base

• $40,000 - $55,000 BOE
• Health Insurance
• 401(k) with match
• Long term/Short term disability
• Life Insurance
• PTO

Hours:

• Monday- Friday
• 9AM-5PM
• Evening work required, 1-2 nights a month

Presented by Advisor Employee Services Thank you for your interest in the Client Relations & Marketing role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website (https://aesplacement.com/) and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Marketing and Customer Service

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