About the Role
Brook Street Recruitment is seeking a confident, proactive and detail-oriented Client Case Coordinator to join our Belfast team.
This role sits at the heart of our client enquiry and onboarding process. You will be the first point of contact for new clients, responsible for conducting initial assessments, completing due diligence checks, and preparing high-quality case files for review by senior consultants. You will play a key role in ensuring every client receives a professional and supportive experience from their first interaction through to consultation.
Key Responsibilities
Client Engagement & Initial Assessment
- Follow up with new enquiries via telephone, email and other communication channels.
- Conduct structured fact-finding calls to understand clients' circumstances, objectives and financial challenges.
- Clearly explain the company's services and answer client queries professionally.
- Schedule consultations with senior consultants and insolvency specialists where appropriate.
Due Diligence & Case Preparation
- Gather relevant financial and business information from clients.
- Complete due diligence processes and ensure all required documentation is obtained.
- Assess case suitability, identifying key risks, opportunities and considerations.
- Prepare concise case summaries and supporting documentation for senior consultants.
- Ensure all information is accurate, complete and compliant with company procedures.
CRM & Administration
- Record all client interactions, notes and documentation accurately within the CRM system.
- Maintain organised and up-to-date client records.
- Monitor incoming enquiries and ensure timely follow-up and progression.
Senior Team Liaison
- Present qualified cases to senior consultants for review.
- Provide relevant background information and insights to support strategy development.
- Communicate updates and outcomes to clients where appropriate.
Pipeline & Case Management
- Track active enquiries and cases through each stage of the onboarding process.
- Ensure smooth progression of cases from initial enquiry through to consultation.
- Assist with reporting on enquiry activity, conversion rates and case outcomes.
Skills & Experience Required
- Previous experience within financial services, insolvency, banking, legal services, accountancy or a similar professional environment.
- Strong financial and commercial awareness.
- Experience using CRM systems and maintaining accurate records.
- Excellent organisational and time-management skills.
- Strong analytical and problem-solving abilities.
- High attention to detail and accuracy.
- Excellent written and verbal communication skills.
- Ability to manage multiple cases and priorities effectively.
- Professional, empathetic and client-focused approach.
- Self-motivated with a proactive and results-driven mindset.
Benefits
- Competitive salary of £28,000 - £32,000 depending on experience.
- OTE up to £45,000 based on performance.
- Benefits package including healthcare.
- Four-day working week available following successful completion of probation.
- Ongoing professional development and career progression opportunities.
- Full-time, permanent position.
To apply, please send your CV to Colleen Farquharson at Brook Street Recruitment.
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Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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