TSP Consolidation Specialist

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

TSP Consolidation Specialist—Hybrid

Retirement Clearinghouse was named one of Charlotte Magazine’s Top Places to Work in 2024, 2025 and 2026. Here, you’ll help millions of Americans preserve their retirement savings using innovative technology and supportive, no-pressure service.

The TSP Consolidation Specialist is responsible for supporting Federal Thrift Savings Plan (TSP) participants with the consolidation of retirement assets into their existing TSP accounts. This role serves as the participant’s primary point of contact and is accountable for gathering required information, preparing documentation, and facilitating the end-to-end rollover process.

Pay Rate: $21.00 per hour, plus a shift differential of 5% for the 11:00 a.m. to 8:00 p.m. shift or 10% for the 12:00 p.m. to 9:00 p.m. shift.

Shifts available: 11am-8pm(1position) and 12p to 9p(1position), Monday to Friday. Occasional overtime required.

What You Will Do

• 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.

Qualifications

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

Top Benefits Or Perks

• A positive culture that promotes work-life balance
• Competitive pay with bonus potential
• 18 days PTO, 7 sick days (prorated first year)
• Paid holidays
• Full benefits starting Day 1: medical, dental, vision, disability, life insurance
• 401(k) eligibility on Day 1 with immediate 100% vesting and employer match
• Professional development and advancement opportunities

Training

New hires complete a 4-week onsite training program. After training, hybrid/remote work options become available. Employees may also choose to work onsite in our modern office

Location

Located in the Ayrsley area of Charlotte, NC

Retirement Clearinghouse is an EEO employer and participates in E-Verify

Pre-employment background checks are required