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Michigan Financial Companies · 3 months ago

Client Liaison – Advisor Support Team (Fathom Financial Partners)

Southfield, MI

Full-time

Onsite

New Grad, Entry Level

Michigan Financial Companies is committed to providing purposeful financial guidance and is seeking a Client Liaison to join their advisor support team. This role is focused on building relationships and supporting advisors and clients through effective communication, event coordination, and data management.

Financial ServicesLife Insurance

Responsibilities

Act as the first point of contact for client inquiries, providing timely, professional communication

Assist with client meeting preparation, scheduling, and follow-up to ensure next steps are completed

Help coordinate client appreciation and educational events that strengthen relationships

Manage advisor calendars to ensure time is focused on clients

Partner with the operations team to route client requests efficiently

Maintain accurate client and prospect data in CRM (Redtail experience a plus)

Support marketing and outreach activities, including follow-ups, communications, and event coordination

Track and organize prospect pipelines, ensuring consistent follow-up

Schedule and coordinate prospect meetings, workshops, and events

Assist with communications that reflect Fathom’s values of partnership and clarity

Qualification

Client serviceRelationship managementCRM experienceMicrosoft OfficeInterpersonal skillsWritten communicationVerbal communicationOrganizational skillsTeam playerAdaptability