Client Onboarding Executive

Forvis Mazars in the UK; Leicester; On-site; GBP 28,000 - 36,000; Full time

Job summary

Forvis Mazars in the UK is seeking a Client Onboarding Executive to support client teams by carrying out initial due diligence, including screening for sanctions and adverse media, gathering documentation, and entering information into our systems.

You will work with cross‑functional teams, liaise to obtain information, and help maintain risk controls while delivering timely, accurate onboarding for a diverse client base.

Qualifications

• Works well within a team and builds relationships within the firm.
• Strong written and verbal communication, able to work under time pressure.
• Excellent time management and organisational skills.
• Proficient IT skills with Word, Excel and PowerPoint; familiarity with internet tools.

Responsibilities

• Carry out client due diligence and collate supporting documents for new and existing clients.
• Screen clients for sanctions, PEPs and adverse media; support Risk Partner to assess risk.
• Input due diligence information and documentation into firm systems for submission and review.
• Lead by example with reliability and high quality in all tasks.
• Liaise with client-facing teams to obtain further information and/or documentation.
• Recognise anomalies or issues and escalate appropriately.
• Utilise IT skills with Word, Excel, PowerPoint and internet tools.
• Work well in a team and maintain relationships within the wider firm.
• Manage time effectively and meet deadlines.

Skills

Teamwork

Communication

Time management

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

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 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.