Customer Advisor 2nd Pillar Collective Foundation, 80-100% (m/f/d)
Swiss Life AG
Zürich
Key information
- Publication date:21 July 2025
- Workload:80 – 100%
- Place of work:Zürich
Job summary
Join a dedicated team at Swiss Life, shaping the future of pension planning. Enjoy a supportive work environment with great benefits.
Tasks
- Handle all business transactions related to pensions and policies.
- Provide information to former policyholders on various topics.
- Engage in various departmental projects and new service initiatives.
Skills
- Commercial training or equivalent experience in a similar role required.
- Fluent in German and strong English skills; another language is a plus.
- Proficiency in MS Office and a customer-oriented mindset.
Is this helpful?
Become part of a dedicated team and help shape the future of occupational pensions with us – as a Customer Advisor 2nd Pillar Collective Foundation (80–100%).
Your area of responsibility
- You handle all business transactions and process inquiries related to old-age and survivors' pension beneficiaries of the 2nd pillar as well as vested benefits policies
- By phone and in writing, you provide information to former insured persons on topics such as withdrawals, early withdrawals for home ownership, divorces, and other concerns.
- Various project work within the department, for example in connection with new services, also belongs to your area of responsibility
Your strengths
- You have a commercial basic education or an equivalent qualification and bring professional experience in a similar position; ideally, you already have knowledge in the area of the 2nd pillar or in the insurance industry
- Your mother tongue is German; additionally, you have very good English skills as well as knowledge of a second national language
- You are proficient with MS Office programs and are characterized by a high customer and service orientation
- You enjoy telephone customer contacts, appreciate varied tasks, and are interested in diverse project topics
- An efficient, precise way of working and a quick grasp complete your profile
- Market-oriented base salary
- Bonus depending on company success and personal performance
- Between 25 and 30 vacation days
- Recognition of service anniversaries every five years
- Flexible working hours
- Mobile office
- Time-out models
- Flexible working models 58+
- Internal training offers
- Support for external education and training
About Swiss Life
With our individual pension and financial advice, we accompany people in all stages of life in preparing for their financial future and support them in shaping their lives financially independently.
About the company
Swiss Life AG
Zürich
Reviews
3.5
- Management style3.5
- Salary and benefits3.8
- Career opportunities3.5
- Working atmosphere3.3