Account Maintenance Analyst

Job Description and Duties

Anticipated Interview Dates: We anticipate holding in-person interviews beginning July 6, 2026.

Are you looking for an exciting and fast-paced career? Join the California Public Employees Retirement System (CalPERS) and be part of an organization that serves public employees, retirees, their families, and employers in providing retirement and health benefits. We are looking for enthusiastic and motivated individuals to join our team. If you are interested in a challenging opportunity in a high-energy, customer service and team-oriented environment, you are encouraged to apply.

CalPERS seeks an Analyst I in the Member Account Management Division (MAMD), Service Credit Purchase and Elections Section (SCPE), Account Maintenance Team.

The Account Maintenance Analyst responsibilities include but are not limited to: 

• 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.
  

Telework Information: 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.

Sponsorship
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship. CalPERS does not participate in E-Verify for employment authorization purposes

Effective July 1, 2025, The California Department of Human Resources (CalHR) implemented the Personal Leave Program 2025 (PLP 2025). PLP 2025 directs that each employee shall receive a 3 percent reduction in pay in exchange for 5 hours PLP 2025 leave credits, monthly. The salary range(s) included in the job advertisement do not reflect the 3 percent reduction in pay.

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Special Requirements

Statement of Qualifications

Please provide a Statement of Qualifications (SOQ) for the hiring manager’s review. Applications received without an SOQ or those that do not respond to the specific questions below will not be considered.

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.

1. Provide an example of when you successfully prioritized multiple tasks and resources to achieve a positive outcome for a customer. What strategies did you use to communicate with the customer and manage competing priorities?
2. Provide an example of when you had to research and apply laws, regulations, or policies to resolve a complex issue. What actions did you take that contributed to the successful outcome for your division or agency?
3. Describe your experience with reviewing procedural documents, policies, or correspondence that required research and technical accuracy. How did you ensure clarity, completeness, and alignment with established guidelines or legislative changes? Explain how your work impacted internal processes or supported external stakeholders.

Minimum Qualifications

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. If you need an evaluation, you can visit the National Association of Credential Evaluation Services (NACES) website to find organizations that provide these services. The Classification Specification is located on this Job Posting under "Minimum Requirements."

Please Note: You may need to pass an examination to establish list eligibility prior to a final offer of employment. To find and take an exam, visit CalHR’s CalCareers website .

Need help with your state application, resume, Statement of Qualifications, or interview preparation?
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. To schedule an appointment and receive personalized guidance from our team, please use the following booking link: CalPERS Career Services Consultations .

Desirable Qualifications

In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:

• Strong ability to communicate clearly and effectively both in writing and verbally
• Experience providing customer service to the public, both in person and over the phone 
• Ability to work in a fast-paced environment and to organize/prioritize workload to meet demand 
• Excellent work ethic and attention to detail with the ability to maintain confidentiality
• Ability to reference and interpret policy, procedures, and the law
• Proficient in using Adobe Acrobat Pro and Microsoft Office Tools (i.e., Outlook, Word, Excel, PowerPoint, Teams, and Accurint databases).

Benefits

CalPERS team members are eligible for a number of benefits. Health benefits and leave programs are available for most team members. Benefit eligibility may depend on length of service and collective bargaining agreements.

Some added benefits CalPERS offers include:

• Alternate Work Schedules
• Flexible Work Hours
• Onsite childcare facility
• Onsite fitness center
• Onsite café and nearby restaurants
• Free onsite parking available Mondays and Fridays, subject to change
• Free offsite parking available with shuttle service Tuesdays, Wednesdays and Thursdays

For more details about employee benefits, visit the California Department of Human Resources website.

Additional Information

Live Scan
Candidates not currently employed at CalPERS are required to submit to a criminal history review process utilizing Live Scan fingerprinting.

CalPERS Disclosure Requirements
If employed, you may be subject to rules imposed by Personal Trading Regulations and Conflict of Interest Code that apply to CalPERS team members, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700)

Please do not include any confidential information on any documents in your application package. Confidential information that should be excluded or removed from these documents include, but is not limited to, your social security number, date of birth, marital status, personal photos, a copy of your driver’s license, equal employment opportunity data, examination scores, and LEAP status.

Required Application Package Documents

The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:

• Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
• Resume is optional. It may be included, but is not required.
• Statement of Qualifications - In addition to completing your online job application, you must provide a Statement of Qualifications (SOQ) for the hiring manager’s review. Please see the Special Requirements section for instructions and questions for the SOQ. Applications received without an SOQ will not be considered. We ask that you not use Artificial Intelligence assistance when composing your written response. Written responses are an attempt to assess and gain an understanding of your personal writing and communication skills and abilities.