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 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.

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