Client Account Manager

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 and 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 and 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 and Administration 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 Senior Team Liaison Present qualified cases to senior consultants and strategists Provide relevant context and insights to ..... full job details .....