Customer Support (w/m/d) Anlagen - & Stiftungsprodukte 60 - 80%

Job Opportunity At Swiss Life

Shape the future. Yours and ours.

Would you like to help people to lead a self-determined life? And do you want to use your creative scope to reconcile your professional and personal ambitions? Then we can offer you an exciting prospect: at Swiss Life you will be able to deploy your individual talents and expertise in a stimulating and flexible work environment. What's more, you will be given a good measure of responsibility and can thus contribute to shaping the future of Swiss Life.

In our Customer Support Team, we ensure together that clients and advisors receive fast, competent, and reliable support around investment, pillar 3a, and freedom of movement products. You bring a high customer orientation, take responsibility in coordinating across interfaces, and ensure that inquiries are sustainably resolved.

Your responsibilities

• The service center is the contact point for clients of investment and foundation products as well as for client advisors of Swiss Life. Together with the team, you ensure the availability to clients and advisors during opening hours.
• You answer written and telephone specialist questions about investment and foundation products competently and solution-oriented, supporting the team in the daily processing of different client and advisor concerns.
• You also check applications and product mutations for correctness and completeness according to the guidelines, record them in the systems after the check, so that a timely execution can take place.
• In addition to the day-to-day business, you take on various tasks in connection with regulatory requirements or quality assurance together with the team and work on projects/initiatives.
• You prioritize inquiries and coordinate closely with internal stakeholders (e.g., sales, operations, product management, compliance) as well as with external processing and bank partners.

Your strengths

• You have a completed commercial education or a comparable qualification; ideally in the banking or insurance environment.
• You have several years of experience in customer service, customer support, or a comparable customer-oriented function.
• As a team-oriented person, you convince with pronounced communication skills, high customer orientation, and a professional and service-conscious appearance even in demanding situations.
• High commitment and willingness to perform as well as a structured working method characterize you; even with a high workload, you keep an overview, work solution-oriented, and ensure careful and efficient task completion.
• You are confident in dealing with common IT applications (e.g., CRM-, ticketing-, or banking systems as well as MS Office) and communicate negotiation-securely in German and Italian, French skills are an advantage.

Your benefits

We help our employees to shape their professional development and their private life to their best advantage and throughout all phases of their life. Our attractive benefits, such as options for working from home, 25 to 30 days of leave, third pillar premium contributions, and a broad range of continued training options contribute to this goal.

Your contact

Petra Bärtsch

+41 43 284 65 36