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- Tasks: Engage with clients, conduct pre-screening, and prepare cases for senior consultants.
- Company: Join a dynamic recruitment agency in Belfast with a focus on client success.
- Benefits: Competitive salary, healthcare, four-day work week, and career growth opportunities.
- Why this job: Be the first point of contact and make a real impact on client journeys.
- Qualifications: Strong communication skills, attention to detail, and experience with CRM systems.
- Other info: Fast-paced environment with ongoing professional development.
The predicted salary is between 28000 - 32000 £ per year.
Brook Street Recruitment is working on behalf of our Belfast client who are seeking a confident, proactive, and detail-oriented Client Onboarding Specialist to join their Belfast team. This role sits at the heart of the enquiry and onboarding process. You will 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 will play a key role in ensuring every potential client is fully understood, qualified, and ready to progress to the strategy phase.
Responsibilities
- Client Engagement & 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 & 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 & 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 support strategy development
- Communicate outcomes to clients where appropriate
- Process & Pipeline Management
- Track active enquiries and ensure smooth progression through qualification stages
- Provide updates on enquiry status, trends, and due-diligence outcomes
Skills & Experience Required
- Relevant experience demonstrating strong financial acumen
- Proficiency with CRM systems
- Strong organisational and multitasking skills
- Ability to analyse data and generate actionable insights
- High attention to detail and accuracy
- Excellent written and verbal communication skills
- Ability to collaborate in a fast-paced environment
- Creative problem-solving skills and innovative thinking
- Strong project management skills with the ability to manage multiple clients
- Proactive, results-driven mindset with a passion for business growth
Benefits
- Competitive base salary (£28,000-£32,000 per year, depending on experience)
- OTE up to £45,000 based on performance
- Benefits package including healthcare
- Four-day working week (subject to probation)
- Ongoing professional development and career progression
- Full-time, permanent position
To apply, please send your CV to Colleen Farquharson.
Onboarding Specialist in Belfast employer: Virtual Bridges
Contact Detail:
Virtual Bridges Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Specialist in Belfast
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent projects. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! You’ll want to confidently explain how your skills align with the Onboarding Specialist role. Role-play with a friend or in front of a mirror to nail down your delivery.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the position and keeps you fresh in their minds as they make decisions.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare and land that dream job. Plus, it’s the best way to ensure your application gets seen by the right people.
We think you need these skills to ace Onboarding Specialist in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Onboarding Specialist role. Highlight your relevant experience, especially in client engagement and due diligence, so we can see how you fit right in!
Show Off Your Communication Skills: Since this role involves a lot of client interaction, let your written communication shine! Use clear, concise language in your application to demonstrate your ability to explain services and address questions effectively.
Be Detail-Oriented: We love candidates who pay attention to detail! Ensure your application is free from typos and errors, and that all information is accurate. This reflects the high standards we expect in our onboarding process.
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Virtual Bridges
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of an Onboarding Specialist. Familiarise yourself with client engagement processes, due diligence, and CRM systems. This will help you answer questions confidently and demonstrate your genuine interest in the role.
✨Prepare for Common Questions
Think about the types of questions you might be asked, especially around client interactions and problem-solving scenarios. Prepare specific examples from your past experiences that showcase your skills in financial acumen, organisation, and communication. This will help you stand out as a proactive candidate.
✨Showcase Your Attention to Detail
Since this role requires high attention to detail, be ready to discuss how you ensure accuracy in your work. You could mention any tools or methods you use to maintain organised records or how you double-check your data before submission. This will highlight your suitability for the position.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the onboarding process, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company culture aligns with your values.
