At a Glance
- Tasks: Engage with new clients, conduct assessments, and prepare cases for senior consultants.
- Company: Leading financial services company with a focus on client engagement.
- Benefits: Competitive salary, bonus potential, healthcare, and career progression.
- Other info: Enjoy a 4-day work week after probation and thrive in a fast-paced environment.
- Why this job: Join a dynamic team and make a real impact in client onboarding.
- Qualifications: Experience in finance, strong CRM skills, and excellent communication.
The predicted salary is between 28000 - 32000 £ per year.
Staffline Ireland are recruiting for a Client Analyst on behalf of a leading financial services company. This role sits at the forefront of our enquiry and onboarding process. The Client Analyst will be responsible for engaging with new prospects, conducting structured pre-screening and due-diligence assessments, and preparing cases for review by senior consultants. The Client Analyst plays a critical role in ensuring each potential client is understood, qualified, and appropriately prepared before progressing to the strategy phase.
Responsibilities:
- Confidently follow up with new enquiries via phone, email, and other channels.
- Conduct initial pre-screening calls to understand each client's situation, goals, and challenges.
- Explain the service offering clearly and professionally, addressing client questions where appropriate.
- Schedule appointments and consultation calls for clients with senior consultants.
- Carry out the company's due-diligence process, gathering and documenting essential information to determine client suitability.
- Assess the viability of cases based on specific criteria and highlight key issues or risks.
- Prepare clear case summaries, briefs, and supporting notes for senior consultants.
- Ensure a high level of accuracy and completeness in all data collected.
- Ensure all client interactions, notes, and documents are accurately recorded in the CRM system.
- Maintain up-to-date, well-organised client records throughout the pre-engagement lifecycle.
- Monitor the CRM for new enquiries and ensure timely response and follow-up.
- Work closely with senior strategists and consultants to present qualified cases and discuss next steps.
- Provide context, supporting documentation, and insights to enable effective strategy development.
- Communicate outcomes of senior team discussions back to clients where appropriate.
- Track all active enquiries and prospects, ensuring timely progression through each stage of the qualification process.
- Provide regular updates on enquiry status, conversion trends, and due-diligence outcomes.
- Any other duties the role may involve.
Person Specification:
- Relevant experience to demonstrate financial acumen.
- Proficiency with CRM systems.
- Strong organisational and multitasking skills.
- Ability to analyse data and generate actionable insights.
- Detail-oriented with a focus on accuracy and efficiency.
- Ability to work collaboratively in a fast-paced environment.
- Excellent written and verbal communication skills.
- Creative thinking and problem-solving abilities, with a focus on delivering innovative solutions.
- Strong project management skills, with the ability to manage multiple clients and meet deadlines in a fast-paced environment.
- A proactive, results-oriented mindset with a passion for driving business growth.
The Rewards:
The successful Client Analyst will enjoy a competitive salary circa £28,000 - £32,000 depending on experience plus Bonus (OTE £40,000), Healthcare and Career Progression.
Location: The Client Analyst role will be based in Belfast.
To be considered for this position, please forward your CV to Ross McConville at Staffline Ireland by clicking on the APPLY button on this page and attaching your CV.
Client Analyst TLNT1_NI in Belfast employer: IrishJobs
As a Waste Resource Team Leader with our esteemed local authority client, you will be part of a dedicated team committed to enhancing community sustainability and environmental responsibility. Our organisation fosters a supportive work culture that prioritises employee development, offering training opportunities and a clear path for career progression. With competitive remuneration, including pension and holiday pay, along with the chance to make a meaningful impact in your community, this role is an excellent opportunity for those seeking rewarding employment in the public sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Analyst TLNT1_NI in Belfast
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IrishJobs. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Analyst TLNT1_NI in Belfast
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IrishJobs.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IrishJobs's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IrishJobs
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IrishJobs.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IrishJobs will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IrishJobs employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
