Client Onboarding & Case Coordinator

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

Benefits offered by this job

Salary £28k-£32k

OTE up to £45k

Four-day work week

Healthcare benefits

Professional development

Career progression

Job summary

Brook Street Recruitment is partnering with a Belfast-based client recruiting a Client Case Coordinator. You will be the first contact for new clients, conducting initial assessments, due diligence, and preparing case files for senior consultants.

The role centers on onboarding and delivering a professional, supportive client experience from first contact to consultation. You’ll maintain CRM records, track enquiries, and support senior insolvency specialists with case development.

Qualifications

• Experience in financial services or related professional environment.
• Strong financial and commercial awareness.
• Excellent written and verbal communication skills.
• Ability to manage multiple cases and priorities.
• High attention to detail and accuracy.

Responsibilities

• Follow up with new enquiries via phone and email.
• Conduct structured fact-finding calls to understand client circumstances.
• Prepare concise case summaries and supporting documentation for senior consultants.
• Record all client interactions and keep CRM up to date.
• Present qualified cases to senior consultants for review.
• Track active enquiries through onboarding stages.
• Assist with reporting on enquiry activity and case outcomes.

Skills

CRM experience

Organisational skills

Time management

Analytical skills

Attention to detail

Communication skills

Multitasking

Client focus

Self-motivated

Empathy

Tools

CRM software

Job description

Brook Street Recruitment is partnering with a Belfast-based client recruiting a Client Case Coordinator. You will be the first contact for new clients, conducting initial assessments, due diligence, and preparing case files for senior consultants.

The role centers on onboarding and delivering a professional, supportive client experience from first contact to consultation. You’ll maintain CRM records, track enquiries, and support senior insolvency specialists with case development.