Pension Specialist (all)

About the job

You want to think along instead of just working through tasks? Take responsibility instead of waiting for instructions? And get a little better every day? Then you are right with us. As a Pension Specialist, you can expect diverse challenges, exciting questions, and an environment where your ideas count just as much as your expertise.

What you achieve

• You process payments (e.g. early withdrawals from vested benefits, leaving Switzerland, retirements, self-employment) of pension funds and carry out transfer payments from 2nd and 3rd pillar accounts
• You prepare divorce calculations, prepare notifications to courts, and ensure the professional and correct implementation of decisions
• You review customer inquiries, assess situations, and ensure that legal and regulatory provisions are correctly applied
• You handle demanding customer inquiries and write professional customer correspondence
• With your expertise, you support our customer advisors with technical questions

What you bring

• Education: Completed basic or further training
• Field: in banking or pension sector
• Professional experience: at least 2 years in the pension sector at a bank or pension institution
• You think holistically, work in a structured way, and enjoy understanding complex contexts
• You like to take responsibility and convince through initiative and reliability
• You communicate clearly, customer-oriented, and professionally
• You are a team player who thinks along, helps shape, and keeps an overview even in hectic situations
• You are eager to learn, learn quickly, and want to develop both professionally and personally
• German (C1)
• French (C1)
• Italian (ADVANTAGEOUS)

What we offer you

• Central workplace (GABS): optimally accessible by train (10 minutes from Zurich main station) or car
• Childcare: up to CHF 300 per month and child for external childcare
• Occupational pension: very attractive pension fund with above-average employer contribution
• Migros Bank: accounts, mortgages and financial services with preferential conditions
• Employee offers: generous annual well-being credit

Recruitment process

• Pre-selection of applications
• Interview with HR & specialist department
• Meet the team
• Offer & contract issuance (digital)

Contact
Ms Sara Beltrame
HR Business Partner
sara.beltrame@migrosbank.ch

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