Department:
Client Experience
Location:
Fort Walton Beach, Florida
Location: Fort Walton Beach, Florida
Salary: $40,000 – $55,000 (Based on Experience)
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!

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

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