TSP Consolidation Specialist - Hybrid/Remote Support

Retirement Clearinghouse LLC; Charlotte (NC); Hybrid; USD 29,000 - 32,000; Full time

Benefits offered by this job

A positive culture that promotes work–

Job summary

Retirement Clearinghouse LLC in Charlotte, NC is seeking a TSP Consolidation Specialist to assist Federal Thrift Savings Plan participants with rolling over assets into their TSP accounts. You will be the primary contact, gather information, prepare documents, and manage the end-to-end rollover process.

The role offers shift-based pay of $21/hour with 5% or 10% differential for late shifts, a 4-week onsite training, and eventual hybrid/remote options.

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.

Responsibilities

• Respond to participant inquiries via inbound calls in a professional and accurate manner.
• Manage andtrack 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

Communication

Listening

Problem-solving

Attention to detail

Microsoft Office

Tools

Microsoft Office

Job description

Retirement Clearinghouse LLC in Charlotte, NC is seeking a TSP Consolidation Specialist to assist Federal Thrift Savings Plan participants with rolling over assets into their TSP accounts. You will be the primary contact, gather information, prepare documents, and manage the end-to-end rollover process.

The role offers shift-based pay of $21/hour with 5% or 10% differential for late shifts, a 4-week onsite training, and eventual hybrid/remote options.