What are the responsibilities and job description for the Client Liaison position at Dunleavy Wealth Management?
Location: Southfield, MI | Position: Full-time, On-site
A Role with Purpose
At Fathom Financial Partners, we believe the best financial guidance starts with understanding — of goals, values, families, and futures. That belief shapes how we serve clients and how we build our team.
We are seeking a Client Liaison to join our advisor support team. This role goes beyond administration; it’s about partnership. You’ll work closely with our advisors and their clients, ensuring every interaction reflects our mission to bring clarity, confidence, and purpose to financial lives.
If you thrive on building relationships, staying organized, and supporting others’ success, this is an opportunity to make a direct impact while growing with a collaborative, purpose-driven team.
Key Responsibilities
Client Service & Relationship Management
- 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.
Advisor Support
- 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.
Prospect Management
- 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.
Qualifications
- Professional, client-focused demeanor with excellent interpersonal skills.
- Highly organized; able to balance multiple priorities in a fast-paced environment.
- Strong written and verbal communication skills.
- Proactive and resourceful — able to anticipate needs and resolve issues quickly.
- Collaborative team player who values partnership and contributes positively to culture.
- Resilient and adaptable — able to handle direct, fast-paced communication while maintaining professionalism and care.
- Proficiency in Microsoft Word, Excel, and Outlook; CRM experience preferred.
- Preferred: Bachelor’s degree in business, finance, or related field; prior financial services or client-facing experience.
Why Join Fathom?
At Fathom, you’re not just supporting advisors — you’re part of a team that measures what matters and takes the time to understand deeply. Here you’ll:
- Contribute directly to meaningful client relationships.
- Collaborate with experienced professionals in a supportive environment.
- Grow with a firm dedicated to helping clients live more confident, intentional financial lives.
Join us in making financial guidance purposeful — for our clients, our team, and your career