Client Account Manager

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 onboarding 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.

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

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