Customer Advisor 2nd Pillar Collective Foundation, 80-100% (m/f/d)
Swiss Life AG
Zürich
Key information
- Publication date:03 December 2025
- Workload:80 – 100%
- Place of work:Zürich
Job summary
Join an engaged team at Swiss Life, shaping the future of occupational pensions. This role offers a vibrant work environment with great benefits.
Tasks
- Handle all business transactions and inquiries related to pensions.
- Provide information to former insured on various topics.
- Engage in departmental projects related to new services.
Skills
- Commercial training or equivalent experience required.
- Fluent in German and good English, plus another language.
- Strong customer orientation and MS Office proficiency.
Is this helpful?
Become part of a dedicated team and help shape the future of occupational pensions with us – as a Customer Advisor 2nd Pillar Collective Foundation (80–100%).
Your area of responsibility
- You handle all business transactions and process inquiries related to old-age and survivors' pension recipients of the 2nd pillar as well as vested benefits policies
- By phone and in writing, you provide information to former insured persons on topics such as withdrawals, advance withdrawals for home ownership, divorces, and other concerns.
- Various project work within the department, for example in connection with new services, also belongs to your area of responsibility
Your strengths
- You have a commercial basic education or an equivalent qualification and bring professional experience in a similar position; ideally, you already have knowledge in the area of the 2nd pillar or in the insurance industry
- Your mother tongue is German; additionally, you have very good English skills as well as knowledge of a second national language
- You are proficient with MS Office programs and are characterized by a high customer and service orientation
- You enjoy telephone customer contacts, appreciate varied tasks, and are interested in diverse project topics
- An efficient, precise way of working and a quick grasp complete your profile
- Market-oriented base salary
- Bonus depending on company success and personal performance
- Between 25 and 30 vacation days
- Recognition of service anniversaries every five years
- Flexible working hours
- Mobile office
- Time-out models
- Flexible working models 58+
- Internal training offers
- Support for external education and training
About Swiss Life
With our individual pension and financial advice, we accompany people in all stages of life in preparing for their financial future and support them in shaping their lives financially independently.