Client Experience & Branch Operations Administrator

UBS; Beverly Hills (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

UBS in Beverly Hills, California is seeking a Branch Office Administrator to support the West LA Wealth Management Leadership team, focusing on administrative efficiency and risk management for high net worth clients.

You will handle branch operations, assist with client issues, enforce guidelines, and support HR tasks including payroll for staff. The role emphasizes proactive service and strong communication to maintain client trust and compliance.

Qualifications

• Ideally 1–2 years of relevant branch operations experience.
• High school diploma or equivalent (college degree a plus).
• Proven written and verbal communication skills.
• Independent, motivated, proactive and focused to take action.
• Passionate about the client experience, with strong interpersonal skills.
• Self‑starter who is comfortable managing complex and evolving situations.

Responsibilities

• Support the branch management team administratively
• Assist with resolving client issues
• Communicate and implement administrative and risk management guidelines and policies
• Support the hiring process and maintain all HR functions, including payroll for support staff
• Assist in the administrative aspects of licensing and registration for all registered employees
• Coordinate and plan branch office business meetings and various activities

Skills

Branch operations

Written and verbal comms

Independent, proactive

Client service mindset

Interpersonal skills

Self-starter

Education

High school diploma or equivalent

Job description

UBS in Beverly Hills, California is seeking a Branch Office Administrator to support the West LA Wealth Management Leadership team, focusing on administrative efficiency and risk management for high net worth clients.

You will handle branch operations, assist with client issues, enforce guidelines, and support HR tasks including payroll for staff. The role emphasizes proactive service and strong communication to maintain client trust and compliance.