Client Onboarding & Risk Screening Specialist

Forvis Mazars in the UK; Birmingham; On-site; GBP 26,000 - 36,000; Full time

Job summary

Forvis Mazars in the UK is hiring a Client Onboarding Executive to support client teams with due diligence, risk screening, and documentation management. The role involves researching prospective clients, collecting publicly available information, and entering data into firm systems.

You will collaborate with risk partners and client-facing teams, handle IT tasks, and manage time effectively to meet deadlines in a fast-paced environment.

Qualifications

• Experience performing client due diligence and background research.
• Ability to screen clients for sanctions, PEPs and adverse media.
• Strong IT skills and proficiency with MS Office and online tools.

Responsibilities

• Carry out client due diligence and gather supporting documents for new and existing clients.
• Screen clients for sanctions, PEPs, and adverse media; support Risk Partner risk assessment.
• Input due diligence information into firm systems for submission and review.
• Collaborate with client-facing teams to obtain necessary information and documents.
• Demonstrate reliability, self-motivation and commitment to quality in tasks.

Skills

Teamwork

Communication

Time management

IT skills

Attention to deadlines

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Internet tools

Job description

Forvis Mazars in the UK is hiring a Client Onboarding Executive to support client teams with due diligence, risk screening, and documentation management. The role involves researching prospective clients, collecting publicly available information, and entering data into firm systems.

You will collaborate with risk partners and client-facing teams, handle IT tasks, and manage time effectively to meet deadlines in a fast-paced environment.