Apply on Employer Site

Slagle Financial · 1 week ago

Client Experience & Events Coordinator

Fort Walton Beach, FL

Full-time

Onsite

New Grad, Entry Level

$45K/yr - $45K/yr

Slagle Financial is a growing financial firm in Fort Walton Beach, FL, seeking a dynamic Client Experience & Events Coordinator. This role focuses on delivering exceptional client experiences and involves administrative support and event planning responsibilities.

AdviceFinancial ServicesInsurance

Responsibilities

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

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

Qualification

Event planningCustomer serviceMicrosoft OfficeInterpersonal communicationMultitaskingTime managementWritten communicationProblem-solvingDetail-orientedSelf-motivated