Client Case Coordinator

Brook Street; Belfast City District; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Healthcare

Four-day work week

Career progression

OTE up to £45,000

Job summary

Brook Street Recruitment is supporting a Belfast-based client seeking a confident, proactive Client Case Coordinator to join their team. You will be the first point of contact for new clients, conduct initial assessments and prepare case files for senior consultants.

You will manage enquiries via phone and email, perform due diligence, maintain CRM records and help drive a smooth onboarding experience from first contact to consultation.

Qualifications

• Experience in professional service environments such as insolvency, banking, legal services or accountancy.
• Ability to manage multiple cases and priorities.
• Excellent written and verbal communication skills.
• Professional, empathetic and client-focused mindset.

Responsibilities

• Follow up with new enquiries via telephone, email and other channels.
• Conduct structured fact-finding calls to understand client circumstances and objectives.
• Explain services and answer queries professionally.
• Schedule consultations with senior consultants and insolvency specialists.
• Gather financial and business information from clients.
• Complete due diligence processes and obtain required documentation.
• Assess case suitability and identify risks, opportunities and considerations.
• Prepare concise case summaries and supporting documentation for senior consultants.
• Ensure information is accurate, complete and compliant with procedures.
• Record all client interactions and maintain CRM notes and records.
• Monitor enquiries and ensure timely follow-up and progression.
• Present qualified cases to senior consultants for review.
• Provide background information to support strategy development.
• Communicate updates to clients as appropriate.
• Track active enquiries through onboarding.
• Assist with reporting on enquiry activity, conversion rates and case outcomes.

Skills

Financial services knowledge

CRM systems

Organisational skills

Time management

Analytical thinking

Problem solving

Communication skills

Attention to detail

Self-motivation

Client-focused

Job description

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 boarding process. 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's circumstances, 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

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.