Sachbearbeiter Altersvorsorge (gn)
Core
Processing written customer inquiries and documents regarding pension and deposit solutions for leading banks and insurance companies.
Role type
Administrative specialist (pension services)
Builds
Customer service processes for banks and insurance companies
Domain
Financial services (pension/retirement planning)
Deliverable
client delivery
Required skills
document processing, contract administration, system documentation, customer communication, PC proficiency
Preferred skills
experience in banking, insurance, or pension environments
Responsibilities
handling written customer inquiries about pension and deposit solutions, reviewing and processing customer orders and incoming documents, supporting customers with general questions about contracts and processes, documenting procedures in systems, collaborating with internal departments