Job Details

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. Youand#39;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. Youand#39;ll play a key role in ensuring every potential client is fully understood, qualified, and ready to progress to the strategy phase.

Client Engagement andamp; 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 andamp; 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 andamp; 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 andamp; Pipeline Management

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

• Relevant experience demonstrating strong financial acumen
• 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

• Competitive base salary (-28,00032,000 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.