Customer Advisor BVG Collective Foundations 100%

Your Tasks

• Personal support and advice for customers as well as assistance in all pension matters

in German and English

• Preparation and verification of statements (contributions, entries and exits, retirements, deaths)
• Processing of vested benefits, purchases and applications within the framework of home ownership promotion or divorces
• Maintenance and management of pension plans, follow-up contracts as well as support in contract terminations and partial liquidations
• Carrying out coverage ratio calculations and reconciliations of technical accounts
• Participation in customer visits, pension commission meetings and presentation of annual accounts
• Close collaboration within the team including deputizing and participation in projects
• Ensuring professional written and oral communication with customers, insured persons and authorities

Your Profile

• Completed commercial training or further education as well as at least three years of experience in occupational pension BVG or social insurance
• Ability to clearly communicate complex issues orally and in writing
• Initiative, team-oriented and resilient personality with good communication skills
• Customer orientation, flexibility and independent working style
• Proficient MS Office skills, MS Pension knowledge is an advantage
• Confident German and English, French is an advantage

Our Offer

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

We look forward to meeting you!