Client Analyst / Advisor Belfast £28,000 to £32,000 bonus, benefits We are working with Belfast based financial services provider who work with both business and personal customers across the province to recruit for their new permanent Customer Advisor / Analyst Within the wider business this role plays an important role at customer enquiry and onboarding stage where you will; Responsible for engaging with new prospects Conducting structured pre-screening and due-diligence assessments Preparing cases for review by senior consultants Ensuring each potential client is understood, qualified, and appropriately prepared before progressing to the strategy phase Managing CRM data, liaising with senior team members, and maintaining excellent communication with clients throughout What we are looking for Experience gained within a similar role, customer engagement / onboarding or similar within a financial or related environment (finance, insurance, debt management etc) Strong, professional communication skills Sound level of IT literacy, ideally to include a CRM system or similar For more info or to apply contact Katie via apply now or calling. Skills: Similar experience in previous or current role CRM Proficie