Client Analyst

Brook Street; Belfast City District; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Healthcare

Four-day working week

OTE up to £45,000

Job summary

Brook Street Recruitment has a Belfast-based Client Case Coordinator role. You will be the first contact for new clients, conducting initial assessments, completing due diligence, and preparing case files for senior consultants. A four-day week is available after probation, with healthcare as part of the benefits.

You will manage client communications, CRM records, and progression from enquiry to consultation, ensuring accurate, compliant processes and high-quality case documentation.

Qualifications

• Experience in financial services, insolvency, banking, or related professional services.
• Strong CRM usage and accurate record-keeping.
• Excellent organisation and time-management abilities.
• Clear written and verbal communication skills.
• High attention to detail with accuracy in records.

Responsibilities

• Engage with new enquiries by phone and email to qualify needs.
• Conduct initial assessments and prepare case files for review.
• Perform due diligence checks and gather client information.
• Summarise cases concisely for senior consultants.
• Maintain CRM records and update client progress through onboarding.

Skills

Financial services exp

CRM experience

Organizational skills

Communication skills

Attention to detail

Multitasking

Proactive mindset

Client-focused

Tools

CRM systems

Job description

Client Case Coordinator (BBBH449873) Belfast, Northern Ireland

Salary: GBP28000 - GBP32000 per annum

Brook Street Recruitment is working on behalf of out client in Belfast who is seeking a confident, proactive and detail-oriented Client Case Coordinator to join their Belfast team.This role sits at the heart of their client enquiry and on boardingprocess. You will be the first point of contact for new clients, responsible for conducting initial assessments, completing due diligence checks, and preparing high-quality case files for review by senior consultants. You will play a key role in ensuring every client receives a professional and supportive experience from their first interaction through to consultation.

Key Responsibilities

Client Engagement & Initial Assessment

• Follow up with new enquiries via telephone, email and other communication channels.
• Conduct structured fact-finding calls to understand client'scircumstances, objectives and financial challenges.
• Clearly explain the company's services and answer client queries professionally.
• Schedule consultations with senior consultants and insolvency specialists where appropriate.
• Gather relevant financial and business information from clients.
• Complete due diligence processes and ensure all required documentation is obtained.
• Assess case suitability, identifying key risks, opportunities and considerations.
• Prepare concise case summaries and supporting documentation for senior consultants.
• Ensure all information is accurate, complete and compliant with company procedures.

CRM & Administration

• Record all client interactions, notes and documentation accurately within the CRM system.
• Maintain organised and up-to-date client records.
• Monitor incoming enquiries and ensure timely follow-up and progression.
• Present qualified cases to senior consultants for review.
• Provide relevant background information and insights to support strategy development.
• Communicate updates and outcomes to clients where appropriate.
• Track active enquiries and cases through each stage of the onboarding process.
• Ensure smooth progression of cases from initial enquiry through to consultation.
• Assist with reporting on enquiry activity, conversion rates and case outcomes.

Skills & Experience Required

• Previous experience within financial services, insolvency, banking, legal services, accountancy or a similar professional environment.
• Strong financial and commercial awareness.
• Experience using CRM systems and maintaining accurate records.
• Excellent organisational and time-management skills.
• Strong analytical and problem-solving abilities.
• High attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple cases and priorities effectively.
• Professional, empathetic and client-focused approach.
• Self-motivated with a proactive and results-driven mindset.
• Competitive salary of £28,000 - £32,000 depending on experience.
• OTE up to £45,000 based on performance.
• Benefits package including healthcare.
• Four-day working week available following successful completion of probation.
• Ongoing professional development and career progression opportunities.