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Client Account Manager

United Kingdom, Belfast 28000.00 - 32000.00 GBP / Year · Job Posted June 28, 2026
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Job Description

Brook Street Recruitment is working on behalf of our Belfast client who are seeking a confident, proactive, and detail-oriented Client Account Manager to join their Belfast team. This role sits at the heart of the enquiry and onboarding process. You'll be the first point of contact for new prospects, responsible for pre-screening, due diligence, and preparing high-quality cases for review by senior consultants. You'll play a key role in ensuring every potential client is fully understood, qualified, and ready to progress to the strategy phase.

Job Responsibility

  • Client Engagement & Pre-Screening
  • Due Diligence & Case Qualification
  • CRM & Administration
  • Senior Team Liaison
  • Process & Pipeline Management

Requirements

  • Relevant experience demonstrating strong financial acumen
  • Experienced working in financial services
  • Proficiency with CRM systems
  • Strong organisational and multitasking skills
  • Ability to analyse data and generate actionable insights
  • High attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Ability to collaborate in a fast-paced environment
  • Creative problem-solving skills and innovative thinking
  • Strong project management skills with the ability to manage multiple clients
  • Proactive, results-driven mindset with a passion for business growth

What we offer

  • Competitive base salary (£28,000-£32,000 per year, depending on experience)
  • OTE up to £40,000 based on performance
  • Benefits package including healthcare
  • Four-day working week (subject to completing probation)
  • Ongoing professional development and career progression
  • Full-time, permanent position

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