Client Services Officer
Canaccord Genuity Wealth Management UK
Customer Service
Guernsey
Posted on Feb 13, 2026
As a Client Services Officer, your role will be to assist in delivering an effective provision of administrative and client relations support to the Portfolio Management, Stockbroking, and Wealth Planning teams including producing valuations, liaison with Operations Centre, assisting clients with online queries, payments and asset transfers, model implementation, day to day support work plus instructions and liaison in respect of non-nominee clients and funds.
- Application Deadline
- February 26, 2026
- Department
- Client Services
- Employment Type
- Full Time
- Location
- Guernsey
- Workplace type
- Onsite
Key Responsibilities
Account opening, ongoing maintenance and closures
- Assist the portfolio managers/stockbrokers/wealth planners with the processing of new accounts and trigger events (change of address, change of contact details etc), ensuring procedure is followed, CRMs are raised and instructions to COB/CDD are clear
- Prepare account opening confirmation letters and letters confirming service type changes and confirming fee changes
- Maintain the portfolio management structures in the core operating system
- Manage the pending closure process and ensure the procedure is followed and checklist is fully completed to the point of actual closure
- Input static data amendments (change of exec codes, management fees, email addresses)
Reporting tasks
- Send out of monthly valuations to clients
- Assist with the preparation of any bespoke reporting requirements as requested by the portfolio managers/stockbrokers
- Reconcile any non-nominee clients as required to ensure reporting is correct, ensuring statements are received from the various custodians and the system is correctly amended
- Coordinate electronic data reporting to clients including liaising with clients at the outset, dealing with any ongoing queries and requesting and testing changes to the data reports as required by clients
- Prepare ad-hoc client reports as requested by clients and portfolio managers/stockbrokers.
Implementation of client instructions
- Arrange client payments including call backs
- Record incoming cheques and arrange for them to be paid into the bank
- Coordinate the transfer out of assets
- Update book costs as requested by clients and/or portfolio managers/stockbrokers/wealth planners
- Place FX instructions as requested or required for the purpose of a payment
Administration of the online client portal
- Assist private clients with queries relating to the online portal
- Monitor the online mailbox for queries
- Issue access agreements and user schedules for the set up of new intermediaries on the portal
- Maintain the intermediary access for those not managing it themselves and ensuring user schedules are updated at all times.
In addition to the above, there are daily tasks that need completing, including liaising with other teams, and project work. For more information, please see the attached job description.
Skills, Knowledge and Expertise
- At least 3 years’ Client Services experience within the finance industry
- Proficient in understanding new systems
- An understanding of identifying and meeting client needs and providing excellent customer service
- Excellent communication skills both on the phone and in writing
- Excellent attention to detail and proven accuracy skills
- Ability to work methodically whilst under pressure
- Experience of working with numbers and proficient in Excel
Benefits
- Competitive benefits package including contributory pension scheme
- Medical care for yourself, partner, and dependant children
- Parking
- Learning and development opportunities
- Active sports and social
- Modern, out of town office with sit-stand desks.
About Canaccord Wealth (International) Limited
Canaccord Wealth is one of the top 10 wealth managers in the UK, with offices nationwide, as well as international investment teams and operations in the Crown Dependencies.
We have successfully grown our business and reputation over the years, and now provide large numbers of high net worth clients with expert investment management to help them reach their objectives. Our investment management specialists have a wealth of experience across different areas of investment management, including portfolio management, stockbroking and investment funds.
Here at Canaccord Wealth, we pride ourselves on our special culture and being able to offer rewarding, challenging and interesting roles.
No matter whether you are looking for a client-facing Investment Director role or want to support our business through Operations, IT, Finance or Marketing, everyone at Canaccord Wealth plays an important role in our success.
We have successfully grown our business and reputation over the years, and now provide large numbers of high net worth clients with expert investment management to help them reach their objectives. Our investment management specialists have a wealth of experience across different areas of investment management, including portfolio management, stockbroking and investment funds.
Here at Canaccord Wealth, we pride ourselves on our special culture and being able to offer rewarding, challenging and interesting roles.
No matter whether you are looking for a client-facing Investment Director role or want to support our business through Operations, IT, Finance or Marketing, everyone at Canaccord Wealth plays an important role in our success.
There is plenty of opportunity to help execute our strategy, inspire us with your passion and build a rewarding career. We encourage new ideas, energy, hard work and professionalism and show our appreciation by being committed to your ongoing development, happiness and well-being at work.
As leading experts in our field, we have exacting standards and are always looking for ambitious and hard-working colleagues to join our dedicated teams and help us deliver the best we can for our clients as well as build a successful business.
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Jd - client services officer international - feb 2026
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