Tom Walker
Client Onboarding Manager @Forvis Mazars in the UK
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WORK HISTORY
Client Onboarding Manager @Forvis Mazars in the UK
Birmingham, GB
Scaled the team from 6 to 27 across the UK and India, building a high-performing, globally integrated function-Increased monthly task volume from 100 to 1,400 through process transformation and structured frameworks within 2.5 years-Designed and implemented a global delivery strategy, including offshore team selection, workflow integration, and cultural relationship building (including travel to India)-Delivered significant cost and efficiency improvements through offshoring and automation-Developed Power BI dashboards to provide actionable insights and support decision-making-Led multiple projects to successful completion, aligning with business goals and timelines-Regularly engage with clients to ensure satisfaction and manage onboarding risks, including AML and reputational concernsBusiness Support Team LeaderMazars UK · Jan 2020 – Sep 2022Nottingham, UK-Managed administrative operations, diary scheduling, CRM, and client onboarding processes-Oversaw staff performance, training, and morale across a busy support team-Managed IT and office equipment budgets, ensuring cost-effective resource allocation-Organised business development events and resolved facilities issues in collaboration with stakeholders
ABOUT TOM WALKER
I lead a 30-person Client Engagement Centre (CEC) covering client onboarding and risk…
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