Client Experience Partner – Financial Advisory Support
Job in
Southfield, Oakland County, Michigan, 48076, USA
Listed on 2026-08-03
Listing for:
Michigan Financial Companies
Full Time
position Listed on 2026-08-03
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep, CRM Systems & Management
Job Description & How to Apply Below
Fathom Financial Partners in Southfield, MI seeks a Client Liaison to support our advisor team. This role emphasizes relationship-building, organized operations, and proactive client service to reflect our mission of clarity and partnership.
You will manage client inquiries, prep meetings, coordinate events, maintain CRM data, and assist with communications that reinforce our values while contributing to a collaborative, purpose-driven culture.
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