Customer Service
Perseus Group, Constellation Software
•$67,500 - $82,500
About The Position
The Customer Service role supports customers and contributes to the development and quality of CalcAir’s retirement plan software. The team helps keep software updates aligned with changing laws, tests the software from a user perspective, and identifies enhancements that improve the customer experience. The role also provides responsive customer support, helps guide software development, tests fixes and features, and creates training materials and webinars related to regulations, system features, and areas of concern.
Requirements
- At least 3 years of experience in client services or software support in the pension space.
- Deep knowledge of qualified retirement plans, including compliance testing, contributions, distributions, and document maintenance.
- Hands-on experience with retirement plan software platforms such as CalcAir, DATAIR, Relius, ASC, FT Williams, or similar.
- Experience with ticketing systems and performance tracking tools.
- Comfort exploring uses of automation to enhance the customer experience.
- Familiarity with ERISA and recent regulatory changes, including SECURE 2.0.
Nice To Haves
- ASPPA (QKA) or NIPA credentials, or active progress toward one.
Responsibilities
- Provide customer support by phone and email, tracking customer contacts in the ticketing system.
- Provide direction to the development team on required system changes and enhancements.
- Test software fixes and new features before release.
- Create written materials and webinars covering new regulations, system features, and areas of concern.
- Help identify product enhancements that improve the customer experience.
- Contribute to software updates as required by changes in law.
- Test software from a user perspective to ensure it meets customer needs.
Benefits
- Medical, dental, and vision benefits.
- Basic life insurance.
- Short- and long-term disability coverage.
- 401(k) participation with company match.
- Company profit-sharing bonus plan eligibility.
- At least 10 days of vacation for new employees.
- Sick time based on state requirements.
- 8 company-paid holidays and 2 personal holidays per year.
- Learning and development opportunities.
- Other employee programs designed to support well-being and growth.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
