Client Onboarding Specialist

2 weeks ago


Birmingham, Birmingham, United Kingdom Forvis Mazars Full time

About the Role

We are seeking a skilled Client Onboarding Specialist to join our team at Forvis Mazars. As a Client Onboarding Specialist, you will play a critical role in supporting our client teams by undertaking customer due diligence on clients. This includes carrying out initial research, screening for risks, and collating publicly available information about the client and relevant documentation.

Key Responsibilities

  • Carry out client due diligence and collation of supporting documents for new and existing clients.
  • Screen clients for sanctions, Politically Exposed Persons (PEPs), and adverse media.
  • Liaise with client-facing teams and/or clients to obtain further information and/or documentation.
  • Input due diligence information and documentation into our systems for onward submission and review.

What We're Looking For

  • Excellent communication and teamwork skills.
  • Ability to work under time pressure and to deadlines.
  • Strong time management and organisational skills.
  • Proficiency in Microsoft Word, Excel, and PowerPoint, as well as knowledge of Internet tools.

About Forvis Mazars

Forvis Mazars is a leading global professional services network. We operate under a single brand worldwide, with a commitment to providing an unmatched client experience. Our strategic vision strives to move our clients, people, industry, and communities forward.



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