Customer Advisor Private Clients

About the job

About Us

Avadis Vorsorge AG is a leading general contractor for pension funds. With a high standard of quality and expertise, Avadis supports private and institutional clients on matters of occupational pension provision. Financial strength, excellent customer service, and outstanding quality are the core elements of our success.

Your Team

For our Private Clients team, we are looking for a service-oriented, proactive, and motivated individual as a Customer Advisor 80-100%. You have completed a commercial basic education and have already gained some professional experience (one to two years). Together with the team, you ensure comprehensive advice and support for our clients. In addition, you support the team in optimising processes and on the path to a digital way of working.

Your Tasks

• Maintaining and nurturing customer relationships as well as ensuring a high level of service quality
• Handling customer enquiries and providing support with questions about products, services, transactions, and processes
• Accompanying the entire customer process from account opening through changes to deposits and withdrawals as well as other customer instructions
• Coordinating and processing customer orders in collaboration with internal specialist departments and external partners
• Ensuring the correct and timely processing of customer and business transactions in compliance with regulatory and internal requirements
• Maintaining customer and master data and ensuring high data quality
• Identifying customer needs and optimisation potentials as well as contributing improvement suggestions for products, processes, and services
• Documenting and reporting relevant customer activities and business transactions

Your Profile

• Completed commercial basic education (EFZ), ideally in the financial sector
• Initial professional experience in investment and asset advice is an advantage
• Good IT user skills in MS Office as well as experience with CRM systems 
• Knowledge of IT security and data protection
• Service-oriented working style and strong analytical thinking skills
• Very good German language skills, both spoken and written

Our Offer

• Central role in a motivated team and a dynamic company with flat hierarchies and short decision-making paths
• Lots of scope for creativity as well as training and development opportunities
• Progressive employment conditions (6 weeks holiday, 40-hour week, home office) as well as various additional benefits (REKA, half-fare travelcard)
• Modern offices right next to Zurich main station

Your Contact

Janine Estermann
Head of Human Resources