Hybrid Retirement Plan Consolidation Specialist

Auto Portability; Washington (District of Columbia); Hybrid; USD 29,000 - 32,000; Full time

Benefits offered by this job

Hybrid work opportunities

Bonus potential

Paid time off

Paid holidays

Insurance from day one

401k with employer match

Job summary

Retirement Clearinghouse is seeking a TSP Consolidation Specialist for hybrid work opportunities. The role involves responding to participant inquiries, managing leads, and coordinating with financial institutions to process retirement consolidation paperwork.

Strong communication, detail orientation, and MS Office proficiency are required. Shifts run Monday–Friday, with pay of $21/hour plus 5–10% shift differentials depending on the shift.

Qualifications

• Minimum 1–2 years of call center/customer service experience.
• Proven ability to manage a large number of cases.
• Superior verbal and written communication skills.
• Keen ability to pay close attention to detail.
• MS Office skills (Word, Excel, and Outlook) are a must.

Responsibilities

• Respond to participant inquiries via inbound calls in a professional and accurate manner.
• Manage and track participant leads, including timely outbound communications and follow-up.
• Maintain detailed account notes to support accurate processing and communication.
• Serve as a liaison between participants and financial institutions to obtain required documentation.
• Prepare and pre-fill consolidation paperwork, monitor all associated financial transactions, and interact with third parties involved in money movement process

Skills

Customer service

Attention to detail

MS Office

Verbal and written communication

Education

Bachelor’s Degree in Business or related field

Job description

Retirement Clearinghouse is seeking a TSP Consolidation Specialist for hybrid work opportunities. The role involves responding to participant inquiries, managing leads, and coordinating with financial institutions to process retirement consolidation paperwork.

Strong communication, detail orientation, and MS Office proficiency are required. Shifts run Monday–Friday, with pay of $21/hour plus 5–10% shift differentials depending on the shift.