Linkedprime
finpension

Customer Success Specialist / Entry into Pension and Financial Consulting 80-100% (w/m)

Posted: Oct 20, 2025
mid

Job Description

Your Responsibilities:–       Serving as the initial point of contact for diverse client requests (phone, live chat and video calls)–       Supporting and consulting clients across the full range of products and services–       Independent answering of customer inquiries by email–       Coordination of all activities and processes within the Operations Team–       Control and release function for completed tasks within the team –       Responsibility for the maintenance and control of data in various backend systems –       Review of new enrollments or adjustments of pension plans and investment strategies for affiliated companies–       Participation in projects Your Profile:–       Commercial education with further training in economics (HF / FH / University) –       Professional experience in the financial sector–       Know-how in pension topics –       A knack for numbers –       Team player with high self-motivation, commitment to performance, and flexibility –       Hands-on mentality with a precise and quick way of working –       Native English speaker  Your Benefits:–       Centrally located and modern workplace in the city of Lucerne–       Interesting development opportunities –       Dynamic environment with flat hierarchies and interesting economic prospects –       Open and team-oriented corporate culture  Application to:Interested? Then send your application documents via e-mail to: ivo.blaettler@finpension.ch

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