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Customer Advisor Occupational Pensions 80% - 100%

Spida AHV-Ausgleichskasse

Employment type
Full-time
Workload
100%
Location
Zürich · Remote possible
Company
Spida AHV-Ausgleichskasse, 8044 Zürich
First posted
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Work at the most efficient pension fund in the occupational pensions market. The Spida Personalvorsorgestiftung is a continuously growing community institution based in Zürich. With its over 15'000 beneficiaries and assets under management of well over CHF 2 billion, it is one of the medium-sized pension institutions in Switzerland. Thanks to process-driven working, the Spida Personalvorsorgestiftung has already been named the most efficient collective / community foundation in Switzerland several times in the pension fund comparison of the SonntagsZeitung. To expand our Customer Care Occupational Pensions team, we are looking for a dedicated personality as Customer Advisor Occupational Pensions 80% - 100%. You will comprehensively manage your own client portfolio and will be available for our customers' questions and concerns. This demanding and varied position includes, in particular, the following activities: * Independent advice to employers as well as insured persons regarding questions related to your area of responsibility * Preparation of offers as well as support for customers in choosing their pension solution * Acquisition of new customers * Responsible for the correct handling of daily business in active member administration, in particular: entries and exits, salary changes, transferring exit benefits, cash payment of vested benefits, buy-in calculations * Assistance with activities within the framework of year-end processing * Support for project work. You bring with you: * Commercial basic training * In-depth knowledge and several years of professional experience in the area of active member and contract administration of occupational pensions * Responsible and prudent thinking * Joy and commitment in communication with customers and colleagues * Flair for customer needs * Impeccable German skills in speaking and writing * Very good, business-fluent French skills in speaking and writing (mandatory), Italian skills are desirable * Advantageous: Further training in the area of the 2nd pillar as well as knowledge of the application M&S Pension / AKIS BV Net. We offer: * Diverse and demanding activity in a small team of specialists * Attractive remuneration and employment conditions (incl. generous home office) * 40-hour week with flexitime and compensation options * 5 weeks or 6 weeks vacation from the 46th year of age * Modern infrastructure (laptops, sit-stand desks etc.) * Support for professional development * Employee and team events. Do you enjoy active customer contact and do you appreciate working together in a motivated team? Then we look forward to your application or inquiry to our HR specialist, Ms. Tara Reis. If you would like to learn more about us as an employer, then follow us on [Instagram](< >). j4id10429301jm j4it1041jm j4iy26jm

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