Customer Support (m/f/d) Investment & Foundation Products 80-100%

Live your ambitions Zürich Swiss Life Wealth Management AG In our customer support team, we work together to ensure that customers and advisors receive fast, competent, and reliable support regarding investment, Pillar 3a, and vested benefits products. You bring a high customer focus, take responsibility in coordination across interfaces, and ensure that inquiries are resolved sustainably. Living versatility Your area of responsibility <br /> • The Service Center is the contact point for customers of investment & foundation products as well as for Swiss Life client advisors. Together with the team, you ensure availability to customers and advisors during opening hours • You answer technical questions regarding investment and foundation products competently and in a solution-oriented manner via writing and telephone, thereby supporting the team in the daily processing of various customer & advisor requests. • Furthermore, you check applications and product mutations for correctness and completeness according to specifications, and enter them into the systems after successful checking so that timely execution can take place • In addition to day-to-day business, you take on various tasks in connection with regulatory requirements or quality assurance together with the team and participate in 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 banking partners <br /> Living potential Your strengths <br /> • You have completed commercial training or a comparable qualification; ideally in a 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 personality, you convince with strong communication skills, high customer orientation, as well as a professional and service-conscious appearance even in demanding situations • High commitment and performance readiness as well as a structured way of working characterize you; even with a high workload, you maintain an overview, work in a solution-oriented manner, and ensure careful and efficient task completion • You are proficient in using common IT applications (e.g., CRM, ticketing, or banking systems as well as MS Office); additionally, you communicate business fluent in German and Italian, French skills are an advantage <br /> Your contact Petra Bärtsch Talent Acquisition Partner About Swiss Life Wealth Managers Swiss Life Wealth Managers offers sophisticated private individuals reliable navigation through all financial questions -- whether it concerns private pension, financial planning, or asset management. For recruitment agencies Swiss Life does not accept unsolicited application dossiers from recruitment agencies for this position. Only applications submitted via the recruitment agency portal (https://wd3.myworkday.com/wday/authgwy/swisslife/login.htmld?redirect=n) after prior arrangement will be considered. Any responsibility for unsolicited applications as well as any fees/costs incurred is declined. Thank you for your understanding.