TSP Consolidation Specialist

Position Title: TSP Consolidation Specialist

Location: Charlotte, NC

Category:

Customer Service

Exempt/Non-Exempt:

Non-Exempt

Full Time/Part Time:

Full-Time

Job Description:

Job title: TSP Consolidation Specialist-Hybrid Opportunity

Company intro:

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

Position Summary

The TSP - 401(k) 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. A hybrid work schedule is available following the successful completion of 4 weeks onsite training.

Pay Rate: $21 hourly, 5% shift differentail for later shift.

Shifts available: 9a-6p, 11a-8p, 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.

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

Salary Range:

$21 -$23 per hour, depending upon shift

Shift:

-not applicable-

Work Schedule:

M-F Days

EOE Statement:

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Tags:

customer Service, Call center, 401k, TSP, Thrift Savings,

Division:

Retirement Clearinghouse LLC

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.

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