Graduate Client Account Manager

Description:

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 Building

Act as the first point of contact for new client enquiries via phone and email

Conduct structured conversations to understand client's circumstances and objectives

Explain services clearly and professionally while answering general enquiries

Arrange consultations with senior consultants

Deliver a positive and professional client experience throughout the on boarding process

Analysis & Due Diligence

Gather and review client information to support the assessment process

Conduct due diligence checks and research activities

Analyse information and identify key trends, risks, or opportunities

Prepare accurate case summaries and supporting documentation for senior consultants

Ensure all information is complete, accurate, and compliant

CRM & Data Management

Maintain accurate records of all client interactions within the CRM system

Update and manage client files efficiently

Monitor enquiry pipelines and ensure timely follow-up actions

Produce reports and updates where required

Working with Senior Consultants

Support senior colleagues by preparing and presenting qualified cases

Provide relevant insights and information to assist with strategy development

Communicate outcomes and next steps to clients when appropriate

Collaborate closely with team members across the business

Criteria
Applications are welcome from graduates who are eager to learn and develop a career in financial services.

Essential Requirements

Degree in Finance, Business, Economics , or a related discipline

Strong analytical and problem-solving skills

Excellent written and verbal communication abilities

High attention to detail and accuracy

Strong organisational and time-management skills

Good knowledge of Microsoft Office, particularly Excel and Outlook

Ability to manage multiple tasks and priorities effectively

A positive, professional, and proactive attitude

Desirable

Knowledge or interest in financial services, investment, or wealth management

Experience using CRM systems

Benefits

Excellent opportunity to launch your career in a great financial services organisation

Comprehensive training and mentoring from experienced professionals

Exposure to client analysis, due diligence, and financial processes

Clear career progression opportunities

Supportive and collaborative working environment

Starting salary of £28-30k plus bonuses

If interested please send CV to Colleen Farquharson via the link

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Brook Street NMR is acting as an Employment Agency in relation to this vacancy