Customer advisor BVG and 1e

Job description

We are looking for a team-oriented and service-oriented person for our Seewen-Schwyz location as

Tasks

• Preparation of quotations and conclusion of contracts for BVG and 1e
• Supporting clients in the opening, mutation or payout process (BVG and 1e)
• Processing and shipping 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.)
• Processing of purchases, vested benefits, etc.
• Preparation of calculations (purchasing potential, separation/feasibility statements, etc.)
• Independent troubleshooting for 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

• Completed commercial training (E or M profile)
• Experience in pension provision or collective pension fund business, brokerage, banking or insurance, or in a comparable service sector involving customer contact
• Stylish and fluent in written and spoken German, foreign language skills are a great advantage
• Strong organizational skills and proactive approach to work
• Quick comprehension and high learning ability
• Structured approach with high quality standards
• Team player who enjoys working in a motivated team
• Calm and composed even in stressful situations

We offer

• Varied work with exciting tasks in a dynamic team
• 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