JobMesh

Client Administration Officer

Canaccord Wealth · GB

Client Administration Officer Application Deadline: 17 May 2026 Department: Stockbroking Employment Type: Full Time Location: Jersey Description Reporting to...

Job description

Client Administration Officer Application Deadline: 17 May 2026: Department: Stockbroking: Employment Type: Full Time: Location: Jersey: Description: 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. Key Responsibilities: For the full job description, please click the link on the right side of the page. - 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...