Forvis Mazars in the UK is seeking a Client Onboarding Executive to support client teams with due diligence, initial research, and documentation for onboarding new and existing clients. You will input information into the firm’s systems and collaborate with risk and client-facing teams.
This role emphasizes accuracy, timely delivery under deadlines, strong IT skills (Word, Excel, PowerPoint), and the ability to work well in a team within our Nottingham offices.
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Client Onboarding & Risk Screening Specialist in Nottingham employer: Forvis Mazars in the UK
Forvis Mazars is an exceptional employer that prioritises employee development and a collaborative work culture, making it an ideal place for professionals in the financial planning sector. With a strong focus on regulatory knowledge and governance, employees are empowered to make impactful decisions while benefiting from comprehensive training and growth opportunities. Located in the UK, the firm offers a dynamic environment where innovation meets compliance, ensuring that team members can thrive both personally and professionally.