Client Analyst

Staffline Group PLC

📍 Belfast, Northern Ireland, United Kingdom

Full-time Business Operations Specialists

Job Description

Job description

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...
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