Client Analyst

Client Analyst

Staffline Ireland are recruiting for a Client Analyst 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.

4 DAY WEEK AFTER SUCCESSFUL COMPLETION OF PROBATIONARY PERIOD

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 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 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.

The Staffline Ireland Specialist Team is a dedicated division within Staffline Ireland, focused on providing Permanent, Contract & Temporary staffing solutions across; Construction, Engineering, Accountancy & Finance, Financial Services & Insurance, Health & Safety, HR, IT, Sales & Marketing, Senior Manufacturing, Procurement & Supply Chain & Medical, Health & Social Care.