Graduate Client Account Manager

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.