Hybrid TSP Consolidation Specialist — Retirement Services

Retirement Clearinghouse; Charlotte (NC); Hybrid; USD 24,000 - 34,000; Full time

Benefits offered by this job

18 days PTO

7 sick days (prorated first year)

Paid holidays

Full benefits starting Day 1: medical,

401(k) eligibility with employer match

Professional development

Job summary

Retirement Clearinghouse in Charlotte, NC is seeking a TSP Consolidation Specialist to assist Federal Thrift Savings Plan participants with consolidating assets into their TSP accounts. You will be the participant's primary contact, gathering required information, preparing documentation, and guiding them through the end-to-end rollover process.

The role offers $21.00 per hour plus shift differentials for the evening shifts, a four-week onsite training program, and eventual hybrid/remote work

Qualifications

• 1-2 years of call center or customer service experience.
• Financial services experience preferred.
• Strong communication, listening, and problem-solving abilities.
• Excellent verbal and written communication skills and keen attention to detail.
• Proficiency in Microsoft Office and strong attention to detail.
• Ability to de-escalate complex or challenging situations.

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

Call center experience

Customer service

Communication

De-escalation

Microsoft Office

Tools

Microsoft Office

Job description

Retirement Clearinghouse in Charlotte, NC is seeking a TSP Consolidation Specialist to assist Federal Thrift Savings Plan participants with consolidating assets into their TSP accounts. You will be the participant's primary contact, gathering required information, preparing documentation, and guiding them through the end-to-end rollover process.

The role offers $21.00 per hour plus shift differentials for the evening shifts, a four-week onsite training program, and eventual hybrid/remote work