Client Onboarding Executive

Forvis Mazars LLP; Birmingham; On-site; GBP 26,000 - 38,000; Full time

Job summary

Forvis Mazars in the UK is recruiting a Client Onboarding Executive to support client teams by conducting due diligence on new and existing clients, including research and screening for risks.

You will input information into the firm’s systems, liaise with client-facing teams, and help maintain a compliant, efficient onboarding process under time pressure.

The role emphasizes accuracy, collaboration and proactive problem solving to support risk management and client service.

Qualifications

• Proficient in MS Word, Excel and PowerPoint.
• Able to work well in a team and build relationships.
• Strong time management and organisational skills.
• Excellent written and verbal communication under time pressure.

Responsibilities

• Carry out client due diligence on prospective clients, including initial research and screening for risks (e.g., adverse media).
• Collate publicly available information about clients and relevant documents, and input into the firm’s systems.
• Perform due diligence for new and existing clients and update periodically.
• Screen clients for sanctions, PEPs and adverse media.
• Provide support to the Risk Partner to help assess risk profiles.
• Input due diligence data and documents into firm systems for submission and review.
• Demonstrate reliability, self-motivation and quality in all tasks.
• Liaise with client-facing teams to obtain missing information or documents.
• Recognise anomalies or issues and escalate appropriately.

Skills

MS Office (Word/Excel/PowerPoint)

Team collaboration

Time management

Communication skills

Job description

About The Role

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

• 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

• 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

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 can grow your skills, belong to a team that values your ideas, and make an impact that matters.

Forvis Mazars is a leading global professional services network providing audit & assurance, tax and advisory services. In the UK, we're home to more than 3,400 professionals and 190 partners across 14 offices, all united by a shared purpose: shaping a better future. Whether you're starting your career or taking your next step, you'll find opportunities to learn, develop and make a meaningful contribution from day one. We believe the best ideas come from different perspectives, so you'll be encouraged to bring your whole self to work, collaborate with talented people across our firm, and build relationships that help you grow. At Forvis Mazars, you'll belong to a local team, benefit from global opportunities, and make an impact for our clients, communities and each other. Together, we grow, belong and impact.

Our feedback and coaching culture means we are passionate about improving our application process. We would value your feedback on how you have found our recruitment process.

As we've recently transitioned to a new application portal, there may occasionally be some unexpected issues. While everything should run smoothly, if you experience any issues or something doesn't look quite right, please get in touch with our recruitment team and we'll be happy to help.

We want to get to know the real you. Applications written in your own words help us understand your experiences, motivations and potential, so we'd encourage candidates not to rely on AI-generated answers.

At Forvis Mazars, we believe great careers start with great experiences. That's why we're committed to providing a transparent, respectful and people-centred recruitment process. Every application is reviewed by our team, and all candidates will receive an outcome, regardless of the result.