Fachmitarbeiter/in Front Support Team Kunde/Erbschaften 80 - 100 %

Job description

Join Valiant, a Swiss financial service provider, and simplify life. Enjoy a collaborative work environment with the possibility of partial remote work. Tasks Handle inheritances and estates from document verification to payments. Process assistance requests and inquiries from debt collection offices. Support front staff with client and inheritance questions. Skills Completed commercial training, preferably in banking or notary. Fluent in French, self-reliant, and detail-oriented. Strong communication skills with a focus on customer service. This job ad was AI-translated from German. See original About the job Simplifying together. Because life is full of possibilities. And at the same time has become complex. That is why we are looking for employees who drive simplicity forward together with us. You will handle inheritances and estates comprehensively – from checking the legitimisation documents to approving payments and account reconciliations process guardianships handle enquiries from debt enforcement and bankruptcy offices issue confirmations, conduct complex research and process edition orders take on tasks in the customer area (e.g. dunning, bank-held correspondence, unclaimed assets) support our front-line employees as a competent contact person for questions in the customer/inheritance area and maintain telephone and written contact with heirs have the possibility to work partly from home You bring a completed commercial basic training (preferably in the banking or notary environment) conversational French skills an independent, careful and precise way of working a communicative, team-oriented and decisive personality with high resilience and diligence a strong service and customer orientation About us Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private customers and SMEs a comprehensive, easy-to-understand range of financial services. Valiant is locally anchored in the following 15 cantons: Aargau, Basel-Landschaft, Basel-Stadt, Bern, Fribourg, Jura, Lucerne, Neuchâtel, Schaffhausen, Solothurn, St. Gallen, Thurgau, Vaud, Zug and Zurich. In addition, it is present throughout Switzerland thanks to innovative digital services. Valiant has a balance sheet total of 38.2 billion Swiss francs and employs around 1200 staff – including over 70 trainees.