Account Maintenance Analyst

CalPERS, the nation’s largest public pension fund, is seeking an Account Maintenance Analyst to join their Member Account Management Division. The role involves reviewing and maintaining Service Credit Purchase records, investigating and resolving sensitive issues, and responding to inquiries from members and employers.

Responsibilities

• Reviewing, correcting, and maintaining Service Credit Purchase records, receivables, and accounts
• Investigating, analyzing, and resolving difficult and sensitive cases and issues, including, but not limited to, participant requests for balances owed on their account, payroll deduction records, documents associated to a participant’s account, and other significant data
• Responding to inquiries (i.e.: telephone, Workflow inquiries, etc.) from members and employers of a difficult and sensitive nature and escalates to designated staff when appropriate
• Preparing written recommendations, correspondence, issuing memos, and program area requests, etc., for management review to resolve eligibility issues and/or interest charges related to service credit purchases
• Interpreting, explaining, and communicating policies, procedures, and laws, verbally and in writing, to various levels of the organization, and external customers

Skills

• All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position
• If you are using education to meet MQs, please include your transcripts with your application package
• If you have a degree from outside of the United States, you must submit an evaluation of this degree to determine the US equivalency
• The SOQ must be typed, titled 'Statement of Qualifications,' and each response must list all relevant experience, education, and training, including duties performed
• The SOQ must not exceed two pages in length
• Provide an example of when you successfully prioritized multiple tasks and resources to achieve a positive outcome for a customer
• Provide an example of when you had to research and apply laws, regulations, or policies to resolve a complex issue
• Describe your experience with reviewing procedural documents, policies, or correspondence that required research and technical accuracy
• You may need to pass an examination to establish list eligibility prior to a final offer of employment

Benefits

• The California Public Employees’ Retirement System (CalPERS) is the nation’s largest public pension fund, providing retirement and health benefits to public employees, retirees, and their families.
• CalPERS is situated near the Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement.
• This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week.
• The CalPERS Career Services & Outreach team provides comprehensive support throughout the CalPERS hiring process. Our services include one-on-one online consultations for application assistance, Statement of Qualification review, and interview preparation.

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