**Corporate Client Specialist (f/m)**

Job description

Tasks and area of responsibility

• Erstellung von Offerten und Vertragabschlüssen für BVG und 1e
• Begleitung von Kunden im Erfüllungs-, Mutations- oder Auszahlungsprozess (BVG und 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.
• Erstellung von Berechnungen (Einkaufsopporten, Scheidung/Durchführbarkeitserklärungen usw.)
• Selbstständiges Troubleshooting im Fall von Speziallanfragen oder problembehafteten Fällen
• Coordination and cooperation with other departments in connection with customer inquiries and customer-related topics
• Further development of services and processes

Requirements

• Completed commercial training (E or M profile)
• Erfahrung im Vorsorge- bzw. Sammelstiftungsbereich, Brokerkätigkeit, Banken- oder Versicherungsumfeld sowie in einem vergleichbaren Dienstleistungssektor mit Kundenkontakt
• Quick comprehension and high learning ability
• Structured way of working with high quality standards
• Team player who enjoys working in a motivated team
• You remain calm and composed even in stressful situations

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