Client Onboarding Executive

Forvis Mazars in the UK; Birmingham; On-site; GBP 26,000 - 38,000; Full time

Job summary

Forvis Mazars is hiring a Client Onboarding Executive to support client teams by performing initial due diligence, researching clients, and compiling documentation for firm systems.

You will screen for sanctions/PEPs, input data, and liaise with client teams to gather information, while maintaining high-quality standards and meeting tight deadlines.

Qualifications

• Strong teamwork and collaboration within a professional services environment.
• Clear written and verbal communication, with ability to work under time pressure and meet deadlines.
• Good time management and organisational skills, with attention to detail.

Responsibilities

• Carry out client due diligence and collate supporting documents for new and existing clients.
• Screen clients for sanctions, PEPs and adverse media and escalate as needed.
• Input due diligence information into the firm’s systems for review and onward submission.
• Demonstrate reliability, self-motivation and a commitment to high-quality work.
• Liaise with client-facing teams to obtain missing information and documents.
• Utilise IT tools including Word, Excel and PowerPoint; leverage internet resources.
• Work well within a team and build relationships across the firm.

Skills

Teamwork

Communication skills

Time management

Self-motivation

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Internet tools

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.

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 identify 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.