Client Onboarding Executive

Job Purpose

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

Job 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. Providing appropriate level of support to the Risk Partner to help them assess the risk
• Input the due diligence information and documentation into firm’s systems for onward submission and To lead by example in demonstrating that they are reliable and self- motivated, placing high priority on achieving quality in all tasks they complete.
• Liaise with the client facing teams to obtain further information and/or documentation where this has not been provided or is not available from open Recognizing anomalies or issues, and escalating matters as appropriate.
• IT skills with Microsoft Word, Excel and Power point, as well as knowledge of internet tools
• Works well within a team environment, developing and maintaining relationships within the team and wider firm
• Time management and organizational
• Communication skills (written and verbal) are required together with the ability to work under time pressure and to deadlines

Experience: 0-3 years

Qualification: MBA

Person Specification

• 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 organizational skills
• IT skills with Microsoft Word, Excel and PowerPoint, as well as knowledge of Internet tools

At Mazars we operate an agile approach to working. For us agile working means empowering and trusting our people. Empowering our people to work where, when and how they choose. And trusting our people to make the right choices for Mazars, their team and themselves to deliver the best outcome for the client. By its very nature, agile working won’t look the same for everyone. Ultimately, it’s up to our people to decide what’s right.

At Mazars diversity and inclusion are central to our values. We also recognize that being a diverse and inclusive organization makes us stronger as a business.

We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age and disability. Mazars selects candidates based on skills, qualifications and experience.