Client Case Coordinator — Four-Day Week & Growth

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

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.