Job offer
**Corporate Client Specialist (f/m)**
Liberty Vorsorge AG is looking for a team and service-oriented person as a Corporate Client Specialist (f/m) for the Seewen-Schwyz location. The position involves processing client inquiries, preparing offers and supporting clients in the pension and collective foundation business.
Job description
Tasks and area of responsibility
- Preparation of offers and conclusion of contracts for BVG and 1e
- Supporting clients in the opening, mutation or payout process (BVG and 1e)
- Processing and sending of contract documents and their follow-up
- Responsible for the correct and timely processing of customer inquiries
- Processing of account and custody account openings and recording of strategy changes
- Processing of changes (entries and exits, salary and plan changes, etc.)
- Management of purchases, vested benefits, etc.
- Preparation of calculations (purchasing opportunities, divorce/feasibility declarations, etc.)
- Independent troubleshooting in the event of special requests or problematic cases
- Coordination and cooperation with other departments in connection with customer inquiries and customer-related topics
- Further development of services and processes
- Collaboration on projects
Requirements
Profile
- Completed commercial training (E or M profile)
- Experience in the pension or collective foundation business, broker activities, banking or insurance environment as well as in a comparable service sector with customer contact
We offer
- A varied job with exciting tasks in a dynamic team
- Attractive employment conditions
- Modern pension fund solution
- KTG and UVG premiums are financed 100% by the employer
- Active promotion of your professional development
- Free coffee, tea, mineral water etc.
- Free parking directly on site
- Various employee events
Job details
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