Remote Customer Support & QA for Retirement Plans

Perseus Group; United States; Remote; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health benefits

Paid time off and holidays

401(k) with company match

Job summary

CalcAir Employee Benefits Systems is seeking a Customer Service Specialist for a remote USA position. You will support customers by phone and email, helping with pension-related software and regulatory updates.

You will also assist with system testing, QA, and creating training materials to ensure customers stay compliant with changing rules. A comprehensive benefits package and growth opportunities within the Gemini Group are included.

Qualifications

• 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 (CalcAir, DATAIR, Relius, ASC, FT Williams, or similar).
• Experience with ticketing systems and performance tracking tools.
• Familiarity with ERISA and recent regulatory changes, including SECURE 2.0.
• Credentials from ASPPA (QKA) / NIPA or active progress toward one will be helpful.

Responsibilities

• Provide Support to Customers – Via phone and email tracking contacts in our ticketing system.
• System Development and Testing – Provide direction to our development team on required changes and enhancements.
• Quality Assurance – Test fixes and new features before release.
• System Training – Create written material and webinars for new regulations, system features, or areas of concern.

Skills

Client services

Software support

Retirement plans

ERISA knowledge

Automation exploration

Credentials helpful

Education

ASPPA (QKA) / NIPA credentials

Tools

Ticketing systems

Job description

CalcAir Employee Benefits Systems is seeking a Customer Service Specialist for a remote USA position. You will support customers by phone and email, helping with pension-related software and regulatory updates.

You will also assist with system testing, QA, and creating training materials to ensure customers stay compliant with changing rules. A comprehensive benefits package and growth opportunities within the Gemini Group are included.