Job offer
Customer Advisor (m/f) 100%
Liberty Vorsorge AG is seeking a Customer Advisor (m/f) to advise and support customers in the areas of individual, occupational, and tied pension plans. The position involves processing customer inquiries, internal coordination and collaboration, and providing support for internal and external training programs.
Job description
Tasks and area of responsibility
- Advising and supporting existing and new customers (via B2B and B2C channels)
- Processing written and telephone customer inquiries in the area of freedom of movement and pillar 3a
- Internal coordination and collaboration in connection with customer orders and inquiries
- Focus on securities solutions
- Processing and shipping of contract documents
- Support for internal and external training and education programs
- Collaboration on projects
Requirements
- Practical experience as a consultant in a comparable position
- Experience in the pension, financial, or a comparable service sector
- Affinity for customer service, digitalization, and web-based applications
- Structured and solution-oriented approach to work with high quality standards
- Balanced and service-oriented team player
- Negotiation and writing skills in German and English, French an advantage
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
Job details
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