Customer Advisor Occupational Pensions 80-100%

Working at the most efficient pension fund in the occupational pensions market

The Spida Personal Pension Foundation is a continuously growing collective institution based in Zurich. With over 15,000 beneficiaries and assets under management of around CHF 2 billion, it is one of the medium-sized pension institutions in Switzerland. Thanks to process-driven work, the Spida Personal Pension Foundation has been repeatedly named the most efficient collective / community foundation in Switzerland in the pension fund comparison by the SonntagsZeitung.

To expand our occupational pensions customer service team, we are looking for a committed individual as

Customer Advisor Occupational Pensions 80% - 100%

You will comprehensively manage your own customer portfolio and be there for our customers with questions and concerns.

• Independent advice to employers and insured persons on questions related to your area of responsibility
• Preparation of offers and support for customers in choosing their pension solution
• Acquisition of new customers
• Responsible for the correct handling of daily business in active insured administration, in particular:
  Entries and exits
  Salary changes
  Transfer of exit benefits
  Cash payment of vested benefits
  Purchase calculations
• Assistance with tasks related to year-end processing
• Support with project work

• Commercial basic training
• In-depth knowledge and several years of professional experience in the area of active insured and contract administration of occupational pensions
• Responsible and prudent thinking
• Enjoyment and commitment in communication with customers and colleagues
• Flair for customer needs
• Impeccable German skills in spoken and written form
• Very good, negotiation-level French skills in spoken and written form (mandatory), Italian skills are desirable
• Advantageous: Further training in the area of the 2nd pillar as well as knowledge of the M&S Pension / AKIS BV Net application

• Diverse and demanding work in a small team of specialists
• Attractive remuneration and employment conditions (including generous home office)
• 40-hour week with flexitime and compensation options
• 5 weeks or 6 weeks holiday from the age of 46
• Modern infrastructure (laptops, sit-stand desks, etc.)
• Support for professional development
• Employee and team events

Do you enjoy active customer contact and appreciate working together in a motivated team? Then we look forward to your application or enquiry to our HR specialist, Ms Tara Reis.

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