Customer Advisor Occupational Pension

Working at the most efficient pension fund in the occupational pension market

The Spida Personal Pension Foundation is a continuously growing collective institution based in Zurich. With around 15,000 beneficiaries and assets under management of over CHF 2 billion, it is one of the medium-sized pension institutions in Switzerland. Thanks to process-driven work, the Spida Personal Pension Foundation has been repeatedly named the most efficient collective / community foundation in Switzerland in the pension fund comparison by the SonntagsZeitung. To complement our occupational pension customer service team, we are looking for a

Customer Advisor Occupational Pension 100%

You will comprehensively manage your own customer portfolio and be there for our customers with questions and concerns.

• Responsible for the correct handling of daily business in active insured management, in particular:
• Entries and exits
• Salary changes
• Transfer exit benefits
• Cash payment of vested benefits
• Purchase calculations
• Independent advice to employers and insured persons on questions related to your area of responsibility
• Preparation of offers and support of customers in choosing their pension solution
• Acquisition of new customers
• Assistance with tasks related to year-end processing
• Support with project work

• Commercial basic training
• In-depth knowledge and several years of professional experience in the area of active insured and contract management of occupational pensions
• Joy and commitment in communication with customers and colleagues
• Flair for customer needs
• Impeccable German skills in spoken and written form
• Very good French skills in spoken and written form (mandatory)
• Advantageous: Further training in the area of the 2nd pillar as well as knowledge of the M&S Pension / AKIS BV Net application

• Diverse and challenging activities in a small team of specialists
• Attractive salary and employment conditions (including generous home office)
• 40-hour week with flexitime and compensation options
• 5 weeks or 6 weeks vacation from the age of 46
• Modern infrastructure (laptops, sit-stand desks, etc.)
• Support for professional development
• Employee and team events
• Do you enjoy active customer contact and appreciate working together in a motivated team? Then we look forward to your application or inquiry to our HR specialist, Ms. Tara Reis.
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