This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
Brook Street Recruitment is working on behalf of our Belfast client who are seeking a confident, proactive, and detail-oriented Client Onboarding Specialist to join their Belfast team. This role sits at the heart of the enquiry and on boarding 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:
Follow up confidently with new enquiries via phone, email, and other channels
Conduct structured pre-screening calls to understand client goals, circumstances, and challenges
Clearly explain services and address client questions
Schedule consultations with senior consultants
Complete company due-diligence processes and gather essential client information
Assess case viability, identifying risks or key issues
Prepare concise case summaries and supporting documentation
Ensure accuracy and completeness of all data
Accurately record all client interactions and documentation within the CRM
Maintain well-organised and up-to-date client records
Monitor new enquiries and ensure timely follow-up
Present qualified cases to senior consultants and strategists
Provide relevant context and insights to support strategy development
Communicate outcomes to clients where appropriate
Track active enquiries and ensure smooth progression through qualification stages
Provide updates on enquiry status, trends, and due-diligence outcomes