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Pension client manager (m/f) 80-100%

Centre Patronal

Employment type
Full-time
Workload
100%
Location
Paudex · Remote possible
Company
Centre Patronal, 1094 Paudex
First posted
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Present in French-speaking Switzerland and German-speaking Switzerland, the Centre Patronal is a company at the service of companies and the private economy, offering notably services in the fields of social insurance, occupational pension schemes, legal and economic advice, as well as training.

As part of the development of its activities, the Centre Patronal has integrated Trianon SA, a company in the field of human resources management and pension funds.

To strengthen our Pension Funds management team based in Paudex (VD), we are looking for a pension client manager. You will ensure the administrative management and follow-up of employer and insured files, providing them with answers adapted to their requests.

Missions

Employer management

  • Processing of payroll lists
  • Manage new affiliations and terminations
  • Ensure the follow-up of employer contribution reserves
  • Respond to requests by telephone and in writing

Insured management

  • Examine retirement files and establish benefit simulations
  • Update files in case of change in personal situation (marriage, divorce)
  • Coordinate requests for early withdrawal for the acquisition of housing
  • Evaluate requests for cash refunds and buy-outs of contribution years
  • Inform insured persons by telephone and in writing

Your profile

  • Hold a CFC as a commercial employee or a title deemed equivalent
  • Have at least 2 years of experience as a file manager in the field of occupational pension schemes or in the field of social insurance
  • A federal certificate in social insurance would be an asset
  • Possess good comfort with numbers and an excellent command of French; knowledge of English or German constitutes an asset
  • Demonstrate rigor and have a sense of responsibility
  • Work in an autonomous and proactive manner and have the ability to manage several tasks simultaneously
  • Be client-oriented with good emotional control and possess a very good team spirit
  • Know how to approach files with an analytical and synthetic mind
  • Show excellent learning abilities and mental agility

We offer

  • An exceptional working environment
  • Infrastructures available to employees (company restaurant, changing rooms, etc.)
  • Interesting social benefits
  • Flexible hours, teleworking as well as possibilities for continuous training
  • All this in a motivating and varied professional environment

For any additional information, please contact Ms. Julie Bucher at .

We look forward to receiving your application documents (CV, cover letter, work certificates and diplomas).

Employment agencies please refrain.

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Posted 2 days ago

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