Customer Advisor / Clerk Occupational Pension Scheme (BVG) (m/f/d)

Customer Advisor / Clerk Occupational Pension Scheme (BVG) (m/f/d) Our client is an established, financially strong Swiss pension institution with several billion francs in assets under management. Over 30,000 insured persons rely on the reliable services of the house. Due to the retirement of a long-standing team member, reinforcement is being sought for customer service. Your Role You will take over the support of your own portfolio and act as the first point of contact – uncomplicated, solution-oriented, and at eye level. Your Tasks • Customer Support: Advising customers, insured persons, and brokers • Interface Work: Close exchange with the consulting, asset management, and other specialist departments • Processing of Business Cases: Entries, exits, retirements, home ownership promotion (WEF), buy-ins, divorces, and IV cases • Offers: Preparation of offers for plan adjustments and tenders • Process & Project Co-design: Active participation in the digitalization of processes and collaboration on product projects Why this position? Thanks to highly automated processes, you have more room for demanding cases instead of pure routine. Here you can contribute and help shape your own ideas – not a classic clerk job! Qualifications What you bring with you • Experience: Sound professional experience in a comparable function in occupational pension schemes • Specialist Knowledge: Federal Diploma in Social Insurance / Occupational Pension Schemes (or currently in training for this) • IT Affinity: Confident handling of modern IT systems and digitalized processes • Languages: German at native speaker level, French skills are an advantage • Personality: Independent, polite, and service-oriented way of working with enjoyment of proactive customer contact and strong team spirit Your Benefits • Flexibility: Flexible working hours and home office possibilities • Provision: Above-average pension fund benefits • Culture: Flat hierarchies, lots of individual responsibility and real teamwork (incl. regular team events) • Work-Life-Balance: Attractive holiday regulations with the option to buy additional holiday days • Development: Individual support for further training • Working Environment: Modern workplace with a pleasant room climate – no open-plan offices Ready for the next step? We look forward to receiving your meaningful application documents.