TSP Consolidation Specialist

Summary: Retirement Clearinghouse was named one of Charlotte Magazine’s Top Places to Work in 2024 and 2025. The TSP – 401(k) Consolidation Specialist is responsible for supporting Federal Thrift Savings Plan participants with the consolidation of retirement assets into their existing TSP accounts, serving as their primary point of contact throughout the rollover process. 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 Required Qualifications: - 1–2 years of call center or customer service experience required - 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 Preferred Qualifications: - financial services experience Required Skills: Call center experience, Customer service experience Important Skills: Financial services experience, Microsoft Office Nice-to-Have Skills: De-escalation skills Benefits: 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