Client Administration Officer
Canaccord Genuity Wealth Management UK
Jersey
Posted on May 2, 2026
Reporting to the Head of Stockbroking, Jersey, the successful candidate will work closely with a wide range of internal and external stakeholders, ensuring an efficient and smooth administrative service to the Jersey Stockbroking team and their client base - all whilst complying with all policies, procedures, and regulations.
- Application Deadline
- May 17, 2026
- Department
- Stockbroking
- Employment Type
- Full Time
- Location
- Jersey
- Workplace type
- Onsite
Key Responsibilities
- Assist with providing administrative support to Front Office Executives as required, to include monitoring inboxes
- Proactively assist with the account opening process including compilation of internal set up form and pack, processing and monitoring of account opening documentation and CDD, liaising with clients, Executives and Client Onboarding/CDD through the process to ensure a smooth and complete opening process
- Work proactively with the Client Services team and liaise with them to improve or enhance workflows within Avaloq
- Proactively manage client instructions and CRMs in a timely manner including payment requests, private transfers, account closures, and corporate events
- Liaise with relevant internal departments to ensure that client administration and compliance requirements are met.
For the full job description, please click the link on the right side of the page.
Skills, Knowledge and Expertise
- Experience working within an office environment, ideally within the financial services sector
- Ability to grasp and obtain a solid understanding of internal processes and systems quickly
- Advanced Microsoft Office knowledge, particularly Excel
- Ability to work within the regulatory and compliance environment
- Strong time management and organisational skills
- Ability to work under pressure to tight deadlines to ensure the effective delivery of service
- Strong interpersonal skills and communication skills with the ability to build and maintain strong working relationships
- Excellent attention to detail and proven accuracy skills
- Good problem-solving skills with the ability to use own initiative
- A proactive approach with a flexible, can-do attitude.
Benefits
- Competitive benefits package including contributory pension scheme
- Medical care for yourself, partner, and dependant children
- Learning & Development opportunities
- Modern 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.
Documents
Job description - client administration officer - april 26
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