Client Experience & Events Coordinator

Client Experience & Events Coordinator

Location: Fort Walton Beach, Florida

Salary: Starting at $45k

Employment Type: Full-Time | Monday–Friday, 8:30 AM–4:30 PM | Evening availability 1–2 nights/month

Are you passionate about delivering a “WOW” experience?

Slagle Financial, a growing financial firm in Fort Walton Beach, FL, is seeking a dynamic, detail-oriented Client Experience & Events Coordinator to join our team. This role is ideal for a self-starter with a strong background in customer service, administrative support, and event planning who thrives in a fast-paced, client-focused environment.

At Slagle Financial, we pride ourselves on delivering the ultimate client experience—and this position plays a key role in making that happen. If you're organized, energetic, and driven to make a difference in the lives of clients on their path to financial freedom, we want to hear from you!

Key Responsibilities

Client Experience & Administrative Support:

• Serve as a friendly, professional first point of contact for clients—both in-person and over the phone
• Manage client database and maintain accurate records
• Schedule appointments and manage advisor calendars
• Prepare and send client emails, newsletters, and communications
• Welcome clients into the office and maintain a warm, service-oriented atmosphere
• Follow up with clients and prospects to support relationship development
• Support the mailing of reports and firm updates
• Track and record client referrals
• Assist with marketing efforts and general office operations
• Perform additional administrative duties as assigned

Event Planning & Coordination:

• Plan, coordinate, and execute client events and seminars
• Research and manage relationships with venues, caterers, and vendors
• Develop event budgets and timelines, ensuring smooth execution from start to finish
• Promote events through email, social media, and other platforms
• Manage guest communications, registrations, and RSVPs
• Handle event setup, breakdown, and on-site logistics
• Collect post-event feedback to inform future planning

What We're Looking For

Minimum Qualifications:

• Strong phone and interpersonal communication skills
• Excellent command of the English language and grammar
• Ability to thrive in a fast-paced environment
• Detail-oriented with strong time management and prioritization skills
• Proficient in Microsoft Office and general computer applications
• Strong multitasking abilities

Preferred Skills & Attributes:

• Highly organized and process-driven
• Strong follow-through and self-motivated
• Customer service mindset with a problem-solving attitude
• Excellent written and verbal communication
• Knowledge of content management systems is a plus
• Event planning or coordination experience strongly preferred

Compensation & Benefits

Salary:

• Starting at $45k

Benefits Include:

• Health insurance
• Dental insurance
• 401(k) with company match
• Life insurance
• Short-term and long-term disability
• Paid time off (PTO)

Hours:

• Monday–Friday, 8:30 AM–4:30 PM
• Evening availability required 1–2 times per month for client events

If you’re a motivated, enthusiastic professional ready to be part of a growing firm that values both its clients and its team, apply today and help us continue to deliver exceptional service and experiences at Slagle Financial.

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