Brook Street Recruitment is delighted to be partnering with a leading financial services organisation in Belfast to recruit a
Graduate Client Account Manager
This is an excellent opportunity for a recent graduate looking to build a long-term career within the financial services sector. You will join a supportive and professional team where you’ll receive hands-on training, gain exposure to client engagement and financial analysis, and develop valuable skills that can lead to future progression opportunities.
As a
Graduate Client Account Manager
you will play an important role in reviewing new client enquiries, conducting research and due diligence, and supporting senior consultants by preparing detailed case information and insights.
What You’ll Be Doing
Client Engagement & Relationship BuildingAct as the first point of contact for new client enquiries via phone and emailConduct structured conversations to understand client’s circumstances and objectivesExplain services clearly and professionally while answering general enquiriesArrange consultations with senior consultantsDeliver a positive and professional client experience throughout the on boarding process
Analysis & Due DiligenceGather and review client information to support the assessment processConduct due diligence checks and research activitiesAnalyse information and identify key trends, risks, or opportunitiesPrepare accurate case summaries and supporting documentation for senior consultantsEnsure all information is complete, accurate, and compliant
CRM & Data ManagementMaintain accurate records of all client interactions within the CRM systemUpdate and manage client files efficientlyMonitor enquiry pipelines and ensure timely follow-up actionsProduce reports and updates where required
Working with Senior ConsultantsSupport senior colleagues by preparing and presenting qualified casesProvide relevant insights and information to assist with strategy developmentCommunicate outcomes and next steps to clients when appropriateCollaborate closely with team members across the business
CriteriaApplications are welcome from graduates who are eager to learn and develop a career in financial services.
Essential RequirementsDegree in
Finance, Business, Economics
, or a related disciplineStrong analytical and problem-solving skillsExcellent written and verbal communication abilitiesHigh attention to detail and accuracyStrong organisational and time-management skillsGood knowledge of Microsoft Office, particularly Excel and OutlookAbility to manage multiple tasks and priorities effectivelyA positive, professional, and proactive attitude
DesirableKnowledge or interest in financial services, investment, or wealth managementExperience using CRM systems
BenefitsExcellent opportunity to launch your career in a great financial services organisationComprehensive training and mentoring from experienced professionalsExposure to client analysis, due diligence, and financial processesClear career progression opportunitiesSupportive and collaborative working environmentStarting salary of £28-30k plus bonusesIf interested please send CV to Colleen Farquharson via the link
#NIT2Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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