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Client Onboarding Specialist
1 month ago
We are seeking a highly organized and detail-oriented Client Onboarding Executive to join our team. As a key member of our Client Engagement Centre, you will play a critical role in supporting our client teams by undertaking customer due diligence on clients.
Your primary responsibilities will include:
- Carrying out client due diligence and collation of supporting documents for new and existing clients
- Screening clients for sanctions, Politically Exposed Persons (PEPs), and adverse media
- Liaising with client-facing teams and/or clients to obtain further information and/or documentation
- Inputting due diligence information and documentation into our systems for onward submission and review
What We're Looking For
We're looking for a team player who is able to work well in a fast-paced environment and meet deadlines. You will have excellent communication skills, both written and verbal, and be able to work effectively with colleagues and clients.
Key skills and qualifications include:
- Strong organizational and time management skills
- Excellent IT skills, including Microsoft Office and internet tools
- Ability to work under pressure and meet deadlines
About Forvis Mazars
Forvis Mazars is a leading global professional services network with a strong commitment to providing an exceptional client experience. We offer a dynamic and inclusive work environment where you can take ownership of your career and make a real impact.
We're passionate about empowering our people and celebrating individuality. If you're a motivated and talented individual who is looking for a new challenge, we'd love to hear from you.
