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Brook Street UK
Client Account ManagerBrook Street UK • Belfast, County Antrim, UK
Client Account Manager

Client Account Manager

Brook Street UK • Belfast, County Antrim, UK
30+ days ago
Job type
  • Full-time
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 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.



Key Responsibilities


Client Engagement & Pre-Screening

  • 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


Due Diligence & Case Qualification

  • 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


CRM & Administration

  • Accurately record all client interactions and documentation within the CR...
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Client Account Manager • Belfast, County Antrim, UK

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