Client Onboarding Executive

Forvis Mazars LLP; Birmingham; On-site; GBP 24,000 - 32,000; Full time

Job summary

Forvis Mazars LLP in the UK is seeking a Client Onboarding Executive to support client teams by performing initial due diligence on new and existing clients, including sanctions, PEP screening, and adverse media checks, and gathering documentation for the firm’s systems.

You will collaborate with Risk and client-facing teams, accurately input information, spot anomalies, and escalate when needed while maintaining high quality under deadlines.

Qualifications

• Strong teamwork and communication skills required.
• Ability to work under time pressure and meet deadlines.
• Proficient IT skills including MS Word, Excel and PowerPoint.

Responsibilities

• Perform initial due diligence on prospective and existing clients.
• Collate publicly available information and relevant documentation.
• Input due diligence data into firm systems for review.
• Screen clients for sanctions, PEPs and adverse media.

Skills

Teamwork

Communication skills

IT skills

Time management

Tools

Microsoft Word

Excel

PowerPoint

Job description

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact. #LI-DNP

About The Role

Working in the Client Engagement Centre, the client onboarding executive will be required to support client teams by undertaking customer due diligence on clients. This includes carrying out initial research (including screening to identity a variety of risks, such as adverse media) on the prospective clients, collation of publicly available information about the client and relevant documentation, and, inputting this into the firm's systems. Carrying out client due diligence and collation of supporting documents for a variety of new and existing clients and updating on a periodic basis. Screening of clients for sanctions, Politically Exposed Persons (PEPs) and adverse media. Providing appropriate level of support to the Risk Partner to help them assess the risk profile. Input the due diligence information and documentation into firm's systems for onward submission and review. Leading by example in demonstrating that they are reliable and self-motivated, placing high priority on achieving quality in all tasks they complete. Liaise with the client facing teams to obtain further information and/or documentation where this has not been provided or is not available from open sources. Recognising anomalies or issues, and escalating matters as appropriate. IT skills with Microsoft Word, Excel and PowerPoint, as well as knowledge of internet tools Works well within a team environment, developing and maintaining relationships within the team and wider firm Time management and organisational skills. Communication skills (written and verbal) are required together with the ability to work under time pressure and to deadlines

What are we looking for

Works well within a team environment, developing and maintaining relationships within the team and wider firm Communication skills (written and verbal) are required together with the ability to work under time pressure and to deadlines Time management and organisational skills IT skills with Microsoft Word, Excel and PowerPoint, as well as knowledge of Internet tools

Diversity, Equity & Inclusion

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you cangrowyour skills,belongto a team that values your ideas, and make animpactthat matters. Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. We’re always looking ahead – for you, our clients, and the communities we’re part of. We’ll support you to learn, explore, and grow as you take this journey with us. Here, you’ll feel safe to share bold ideas and unique perspectives. After all, success comes from working together. At Forvis Mazars, you’ll belong to your local team, gain global experience, and have an impact – now and in the future. Together, we grow, belong and impact. We’re in the middle of transitioning to a new recruitment system, and we’re excited to share our career opportunities with you. Vacancies are now being posted, and further roles will continue to appear over the coming weeks. As we complete the transition, you may notice the occasional issue, and we appreciate your understanding. Thank you for your patience while we get everything in place.