Client Case Coordinator - Onboarding & Insights (4-Day Week)

Brook Street; Belfast City District; Presencial; GBP 30 000 - 45 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare

Four-day work week

Career progression

OTE up to £45,000

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Financial services knowledge

CRM systems

Organisational skills

Time management

Analytical thinking

Problem solving

Communication skills

Attention to detail

Self-motivation

Client-focused

Descrição da oferta de emprego

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.