Customer Consultant (m/f) 100%

About the job

Liberty Previdenza is truly a success story. Founded over 20 years ago, we now manage an independent pension platform for various internal and external pension institutions in the 2nd and 3rd pillars, with total assets of CHF 6.8 billion. Liberty is a full-service company, nationally leading in the field of individual, occupational and tied pension provision, and employs around 88 staff across three different locations. Thanks to an open and modular corporate architecture, we can offer a wide range of innovative and customised services and products through online distribution channels, as well as in collaboration with private banks, intermediaries and renowned product providers.

For our Seewen-Switzerland office, to complete our "French-speaking Customer Service" team, we are looking immediately or from an agreed date for an experienced and determined person as

Customer Consultant (m/f) 100%

Your tasks and responsibilities

• Consulting and support for current and new clients (B2B and B2C channels)
• Handling customer enquiries, both written and by phone, regarding vested benefits and pillar 3a
• Internal coordination and collaboration concerning customer orders and requests
• Particular focus on solutions in the form of securities
• Preparation and dispatch of contractual documents
• Support for internal and external training and development programmes
• Collaboration on projects

Your profile

• Practical experience as a consultant in a similar position
• Experience in the pension, financial or a similar service sector; interest in customer service topics, digitalisation and web applications
• Structured and solution-oriented working method, with high quality standards
• Balanced, service-oriented person capable of working in a team
• Native Italian speaker or bilingual at C2 level, with good knowledge of German and English

What we offer you

• A varied role with challenging tasks within a dynamic group
• Attractive working conditions
• A modern pension fund solution
• 100% employer funding of IGM and LAINF premiums
• Active support for your professional development
• Free coffee, tea, mineral water etc. on site
• Free parking directly at the site
• Various staff events

Do you recognise yourself in this description? If you are interested in continuing your professional career in this stimulating environment, we look forward to meeting you. Ms Barbara Bienek will be pleased to receive your complete application at the address