Customer Service

Perseus Group, Constellation Software

. Provide customer support via phone and email .

Posted 10/22/2026full-timeRemote • United StatesMid-LevelSenior💰 $67,500 - $82,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client services and software support within the pension industry, with a strong focus on compliance and customer experience enhancement. Proficient in utilizing retirement plan software platforms and understanding regulatory requirements.

Highest-signal resume keywords

Client Services ExperienceRetirement Plan Software ProficiencyCompliance KnowledgeTicketing System ExperienceASPPA (QKA) Credentials

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer SupportSoftware TestingProduct Enhancement IdentificationRegulatory ComplianceAutomation Exploration

Soft Skills

CommunicationProblem-Solving

Tools & Technologies

CalcAirDATAIRReliusASCFT WilliamsTicketing Systems

Certifications & Qualifications

ASPPA (QKA)NIPA Credentials

Industry Keywords

Qualified Retirement PlansCompliance TestingContributionsDistributionsDocument MaintenanceERISASECURE 2.0

About the role

Key responsibilities & impact

Provide customer support via phone and email
Track customer contacts in the ticketing system
Provide direction to the development team on required system changes and enhancements
Test fixes and new features before release
Create written materials and webinars for new regulations, system features, or areas of concern
Contribute to software updates as required laws change
Test software from a user perspective to ensure it meets customer needs
Identify product enhancements to improve the customer experience

Requirements

What you’ll need

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
Comfortable exploring uses of automation to enhance customer experience
Familiarity with ERISA and recent regulatory changes, including SECURE 2.0
Credentials from ASPPA (QKA) / NIPA or active progress toward one will be helpful

Benefits

Comp & perks

Comprehensive total rewards package
Health and wellness benefits
Paid time off
Learning and development opportunities
Other employee programs supporting well-being and growth
Profit sharing bonus plan
Medical insurance
Dental insurance
Vision insurance
Basic life insurance
Short-term disability insurance
Long-term disability insurance
401(k) participation with company match
Minimum of 10 days of vacation for new employees
Sick time based on state requirements
8 company-paid holidays per year
2 personal holidays per year