Client Account Manager

Brook Street • Permanent • Belfast, Belfast, Northern Ireland, United Kingdom • £32k / year • 19h ago

Brook Street Recruitment is working on behalf of our Belfast client who are seeking a confident, proactive, and detail-oriented Client Account Manager to join their Belfast team.

This role sits at the heart of the enquiry and on boarding process. You'll be the first point of contact for new prospects, responsible for pre-screening, due diligence, and preparing high-quality cases for review by senior consultants. You'll play a key role in ensuring every potential client is fully understood, qualified, and ready to progress to the strategy phase.

Key Responsibilities

Client Engagement & Pre-Screening

Follow up confidently with new enquiries via phone, email, and other channels
Conduct structured pre-screening calls to understand client goals, circumstances, and challenges
Clearly explain services and address client questions
Schedule consultations with senior consultants

Due Diligence & Case Qualification

Complete company due-diligence processes and gather essential client information
Assess case viability, identifying risks or key issues
Prepare concise case summaries and supporting documentation
Ensure accuracy and completeness of all data

CRM & Administration

Accurately record all client interactions and documentation within the CRM
Maintain well-organised and up-to-date client records
Monitor new enquiries and ensure timely follow-up

Senior Team Liaison

Present qualified cases to senior consultants and strategists
Provide relevant context and insights to support strategy development
Communicate outcomes to clients where appropriate

Process & Pipeline Management

Track active enquiries and ensure smooth progression through qualification stages
Provide updates on enquiry status, trends, and due-diligence outcomes

Skills & Experience Required

Relevant experience demonstrating strong financial acumen
Experienced working in financial services
Proficiency with CRM systems
Strong organisational and multitasking skills
Ability to analyse data and generate actionable insights
High attention to detail and accuracy
Excellent written and verbal communication skills
Ability to collaborate in a fast-paced environment
Creative problem-solving skills and innovative thinking
Strong project management skills with the ability to manage multiple clients
Proactive, results-driven mindset with a passion for business growth

Benefits

Competitive base salary (£28,000-£32,000 per year, depending on experience)
OTE up to £40,000 based on performance
Benefits package including healthcare
Four-day working week (subject to completing probation)
Ongoing professional development and career progression
Full-time, permanent position

To apply, please send your CV to Colleen Farquharson.

#NIT2

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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