CONSEILLER GESTIONNAIRE PARTICULIERS RETRAITE F/H
On-siteParis, Île-de-France, France
Job Summary
Study and verify the admissibility of retirement file requests for clients, including retirees, active workers, and future retirees. Analyze career completeness and entitlements, ensuring document exhaustiveness and requesting additional proofs as needed per regulations. Calculate benefit amounts and execute payment processing within authorized delegations. Manage client contact via email, mail, social media, chat, online services, and phone, while initiating recovery procedures for undue payments and contentious actions against individuals. Maintain file regularity and quality in compliance with group procedures.
Required Qualifications
- Formation bac+ 2
- Première expérience en gestion administrative
- Première expérience en relation clients
- Bon relationnel
- Goût du travail en équipe
- Bonne pratique des techniques de communication vis-à-vis du client
- Rigueur
- Organisation
- Capacité d'analyse
- Sens du service clients
- Aise avec les données chiffrées
- Connaissance des régimes de base
- Connaissance des règles en retraite complémentaire
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