Client Onboarding Assistant

4 months ago


Birmingham, United Kingdom Mazars Full time

**At Mazars we have multiple opportunities for you, with exciting career paths that will lead to progression within the firm. A diverse prestigious client list that can offer lifelong professional development with the opportunity to constantly update and grow your skills.**

**_ “ Mine, Yours, Ours, That's Mazars & Me”_**

**_ Summary of team/business unit_**

Working in the Client Engagement Centre, the client onboarding assistant 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.

**About the role**
- 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
- Liaise with the client facing teams and/or client to obtain further information and/or documentation where this has not been provided or is not available from open sources.
- Input the due diligence information and documentation into firm's systems for onward submission and review.

**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

**Mazars & Me**

We want everyone to be rewarded and enriched by their professional life. So we come together to pioneer new ways of working; promoting psychological safety, flexibility with how you work - trusting you to make the right choices for the team, clients and the business - and balance in stimulating modern workspaces. We offer core benefits and then give people the opportunity to tailor extra benefits to suit their individual needs.

Being inclusive is core to our culture at Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self and provided with a level playing field. To read more about our approach click here

**Benefits**:
Annual Leave +

Charitable Giving

Dental Insurance

Wellbeing Benefits

Virtual GP

Cycle to Work

Gym Discounts

Life Assurance

Pension

Flexible Benefits +

**Meet the recruiter**:
Abbie Blackham



  • Birmingham, Birmingham, United Kingdom Irwin Mitchell Full time

    Job Title: Client Onboarding Operations Supervisor Are you dedicated to providing outstanding client support and possess a background in managing substantial workloads in a dynamic setting? If so, this position may align perfectly with your career aspirations. As a Client Onboarding Operations Supervisor at Irwin Mitchell, you will be instrumental in...


  • Birmingham, Birmingham, United Kingdom Irwin Mitchell Full time

    Job Title: Client Onboarding Operations Supervisor Are you dedicated to providing outstanding client support and possess a strong background in managing substantial workloads in a dynamic setting? If so, this position could be an excellent match for you. As a Client Onboarding Operations Supervisor at Irwin Mitchell, you will be instrumental in leading a...


  • Birmingham, United Kingdom Irwin Mitchell Full time

    We’re a national law firm with a local reach. Our philosophy is ‘Expert Hand, Human Touch’ - something you’ll find in the way we work with our clients and how we support our teams. But we’re more than just a law firm - we’re a team of people working together to help individuals and businesses navigate life’s ups and downs. Working here you’ll...


  • Birmingham, United Kingdom HR Duo Full time

    HR Duo is expanding rapidly, supporting clients in Ireland and the UK. We are looking for a strong customer-focused professional, a people person who is passionate about helping our clients have the best experience as onboarding is a crucial point in our clients journey. **Benefits include**: - Hybrid Working - Modern Office Facilities - Close-knit and...


  • Birmingham, United Kingdom Mazars Full time

    **Mazars is an engine for rapid and consistent career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your...


  • Birmingham, United Kingdom Inizio Full time

    Company: Inizio Engage Position: Onboarding Administrator Location: Birmingham Vacancy Type: Headcount Salary: Competitive Inizio Engage is excited to announce an opportunity for an Onboarding Administrator to join our esteemed client, a full-service UK law firm. We are looking for a dedicated professional to serve as the primary point of contact for...


  • Birmingham, United Kingdom Irwin Mitchell Full time

    We’re a national law firm with a local reach. Our philosophy is ‘Expert Hand, Human Touch’ - something you’ll find in the way we work with our clients and how we support our teams. But we’re more than just a law firm - we’re a team of people working together to help individuals and businesses navigate life’s ups and downs. Working here you’ll...


  • Birmingham, United Kingdom Irwin Mitchell Full time

    We’re a national law firm with a local reach. Our philosophy is ‘Expert Hand, Human Touch’ - something you’ll find in the way we work with our clients and how we support our teams. But we’re more than just a law firm - we’re a team of people working together to help individuals and businesses navigate life’s ups and downs. Working here you’ll...


  • Birmingham, United Kingdom Irwin Mitchell Full time

    Your Role and What You'll Be Doing First impressions count and our team has a key role in setting the high standard of service that our clients expect of Irwin Mitchell. As part of the team, you’ll work with clients and colleagues to successfully onboard our clients. The Client Onboarding Team provides a centralised client and matter onboarding...


  • Birmingham, Birmingham, United Kingdom Simpson Judge Full time

    Job Summary:Simpson Judge is seeking a highly motivated and detail-oriented individual to join our Onboarding Team as an Onboarding Administration Assistant. As a key member of our team, you will play a vital role in ensuring our clients receive exceptional service throughout the onboarding process.Key Responsibilities:Deliver outstanding customer service by...


  • Birmingham, United Kingdom Simpson Judge Full time

    Role: Legal Onboarding Administrator Location: Birmingham Salary: up to £23,000Are you a motivated and enthusiastic individual eager to kickstart your career in the legal field? I'm looking for legal graduates to join a dynamic Onboarding Team at a prestigious Legal 500 firm in the heart of Birmingham City Centre. This is an excellent opportunity to gain...


  • Birmingham, United Kingdom Inizio Full time

    Company: Inizio Engage Position: Onboarding Administrator Location: Birmingham Vacancy Type: Headcount Salary: Competitive Inizio Engage is excited to announce an opportunity for an Onboarding Administrator to join our esteemed client, a full-service UK law firm. We are looking for a dedicated professional to serve as the primary point of contact for...


  • Birmingham, United Kingdom Simpson Judge Ltd Full time

    Role: Legal Onboarding Administrator Location: Birmingham Salary: up to £23,000Are you a motivated and enthusiastic individual eager to kickstart your career in the legal field? I'm looking for legal graduates to join a dynamic Onboarding Team at a prestigious Legal 500 firm in the heart of Birmingham City Centre. This is an excellent opportunity to gain...


  • Birmingham, Birmingham, United Kingdom Simpson Judge Ltd Full time

    Position: Legal Onboarding Administrator Location: Birmingham Salary: up to £23,000Are you a driven and passionate individual looking to embark on a career in the legal sector? We are seeking legal graduates to become part of a vibrant Onboarding Team at a distinguished Legal 500 firm located in Birmingham City Centre. This role presents a fantastic...


  • Birmingham, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Birmingham, Birmingham, United Kingdom Simpson Judge Ltd Full time

    Position: Legal Onboarding Administrator Location: Birmingham Salary: up to £23,000Are you a driven and passionate individual looking to embark on a career in the legal sector? We are seeking legal graduates to become part of a vibrant Onboarding Team at a distinguished Legal 500 firm located in Birmingham City Centre. This role presents a fantastic...


  • Birmingham, Birmingham, United Kingdom Inizio Full time

    About Inizio EngageInizio Engage is a leading provider of innovative solutions for the professional services industry. We are committed to delivering exceptional results and exceeding client expectations.Job SummaryWe are seeking a highly skilled and experienced Onboarding Administrator to join our team. The successful candidate will be responsible for...


  • Birmingham, Birmingham, United Kingdom Inizio Full time

    About Inizio EngageInizio Engage is a leading provider of innovative solutions for the professional services industry. We are committed to delivering exceptional results and exceeding client expectations.Job SummaryWe are seeking a highly skilled and experienced Onboarding Administrator to join our team. The successful candidate will be responsible for...


  • Birmingham, Birmingham, United Kingdom Irwin Mitchell LLP Full time

    About the RoleWe are seeking a highly skilled and experienced Client Onboarding Quality Assurance Specialist to join our team at Irwin Mitchell LLP. As a key member of our Client Onboarding Department, you will play a pivotal role in ensuring that our team members complete client due diligence and conflicts checks in line with all legal and regulatory...


  • Birmingham, Birmingham, United Kingdom Irwin Mitchell LLP Full time

    About the RoleWe are seeking a highly skilled and experienced Client Onboarding Quality Assurance Specialist to join our team at Irwin Mitchell LLP. As a key member of our Client Onboarding Department, you will play a pivotal role in ensuring that our team members complete client due diligence and conflicts checks in line with all legal and regulatory...