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Customer Advisor 100%

Liberty Vorsorge AG

Employment type
Full-time
Location
Seewen
Company
Liberty Vorsorge AG, Steinbislin 19, 6423 Seewen SZ
First posted
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Customer Advisor (m/f) 100% Liberty Prévoyance is a true success. Founded more than 20 years ago, our company today manages an independent pension platform for several internal and external 2nd and 3rd pillar pension institutions, with total assets of 6.7 billion Swiss francs. Liberty is one of the Swiss leaders offering a complete range of services in the field of individual, professional, and vested benefits pension, and employs approximately 88 employees distributed across three different sites. Thanks to an open and modular enterprise architecture, a large number of innovative and tailor-made services and products can be offered via online distribution channels, as well as in collaboration with private banks, brokers, and renowned product providers. To complete our "Client Services francophone" team, we are looking for an experienced and talented person for the Seewen-Schwyz site, immediately or by arrangement, as a Customer Advisor (m/f) 100% Your field of activity and responsibility: Advising and supporting existing and new clients (via B2B and B2C channels) Processing written and telephone client requests in the field of vested benefits and pillar 3a Internal coordination and collaboration in connection with mandates and client requests Focus on securities solutions Processing and sending contractual documents Support within the framework of internal and external training and education programs Collaboration on projects Your Profile: Practical experience as an advisor in a similar position Experience in the pension, finance, or a comparable service sector Affinity with the themes of customer service, digitalization, and web-based applications Structured and solution-oriented working method with a high quality requirement Balanced and service-oriented team player French native speaker or bilingual level C2 and good knowledge of German and English Our Offer: A varied activity with exciting tasks within a dynamic team Attractive employment conditions Modern pension fund solution Daily sickness allowance (IJM) and accident insurance (LAA) premiums 100% funded by the employer Active promotion of your professional development Free coffee, tea, mineral water, etc. Possibility of free parking directly on site Various events for employees Do you feel concerned? If you are interested in pursuing your professional career in this exciting environment, we should get to know each other. Madame Barbara Bienek looks forward to receiving your application. jpid6b94a91jm jpit0835jm jpiy26jm

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Posted 4 days ago

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