Pension Client Manager (m/f) 80-100%

About the job

Present in French-speaking and German-speaking Switzerland, the Centre Patronal is a company serving businesses and the private economy, offering services notably in the fields of social insurance, occupational pension schemes, legal and economic advice, as well as training.

As part of the development of its activities, the Centre Patronal has integrated Trianon SA, a company specialising in human resources management and pension funds.

To strengthen our Pension Fund management team based in Paudex (VD), we are looking for a pension client manager. You will ensure the administrative management and follow-up of employer and insured persons’ files, providing them with appropriate responses to their requests.

Responsibilities

Employer management

• Processing payroll lists
• Managing new affiliations and terminations
• Ensuring the monitoring of employer contribution reserves
• Responding to requests by phone and in writing

Insured persons management

• Reviewing retirement files and preparing benefit simulations
• Updating files in case of changes in personal situation (marriage, divorce)
• Coordinating early withdrawal requests for home acquisition
• Assessing cash reimbursement requests and buy-back of contribution years
• Informing insured persons by phone and in writing

Your profile

• Possess a Federal VET Diploma as a commercial employee or an equivalent qualification
• Have at least 2 years’ experience as a file manager in the field of occupational pension schemes or social insurance
• A federal certificate in social insurance would be an asset
• Have good numerical skills and excellent command of French; knowledge of English or German is an advantage
• Demonstrate rigour and a sense of responsibility
• Work independently and proactively and have the ability to manage several tasks simultaneously
• Be client-oriented with good emotional control and possess a very good team spirit
• Be able to approach files with an analytical and synthetic mindset
• Show excellent learning abilities and mental agility

We offer

• An exceptional working environment
• Facilities available to employees (company restaurant, changing rooms, etc.)
• Attractive social benefits
• Flexible hours, teleworking as well as opportunities for continuing education
• All this in a motivating and varied professional environment

For further information, please contact Ms Julie Bucher at 058 796 35 14.

We look forward to receiving your application documents (CV, cover letter, work certificates and diplomas).

Recruitment agencies please refrain.