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 ResponsibilitiesClient Engagement & Pre-ScreeningFollow up confidently with new enquiries via phone, email, and other channelsConduct structured pre-screening calls to understand client goals, circumstances, and challengesClearly explain services and address client questionsSchedule consultations with senior consultantsDue Diligence & Case QualificationComplete company due-diligence processes and gather essential client informationAssess case viability, identifying risks or key issuesPrepare concise case summaries and supporting documentationEnsure accuracy and completeness of all dataCRM & AdministrationAccurately record all client interactions and documentation within the CRMMaintain well-organised and up-to-date client recordsMonitor new enquiries and ensure timely follow-upSenior Team LiaisonPresent qualified cases to senior consultants and strategistsProvide relevant context and insights to support strategy developmentCommunicate outcomes to clients where appropriateProcess & Pipeline ManagementTrack active enquiries and ensure smooth progression through qualification stagesProvide updates on enquiry status, trends, and due-diligence outcomesSkills & Experience RequiredRelevant experience demonstrating strong financial acumenExperienced working in financial servicesProficiency with CRM systemsStrong organisational and multitasking skillsAbility to analyse data and generate actionable insightsHigh attention to detail and accuracyExcellent written and verbal communication skillsAbility to collaborate in a fast-paced environmentCreative problem-solving skills and innovative thinkingStrong project management skills with the ability to manage multiple clientsProactive, results-driven mindset with a passion for business growthBenefitsCompetitive base salary (£28,000-£32,000 per year, depending on experience)OTE up to £40,000 based on performanceBenefits package including healthcareFour-day working week (subject to completing probation)Ongoing professional development and career progressionFull-time, permanent positionTo apply, please send your CV to Colleen Farquharson.Brook Street NMR is acting as an Employment Agency in relation to this vacancy.TPBN1_UKTJ