Position Title: TSP Consolidation Specialist

Location: Charlotte, NC

Category:

Customer Service

Exempt/Non-Exempt:

Non-Exempt

Full Time/Part Time:

Full-Time

Job Description:

Grow your career while helping others grow their retirement savings!

When you join the team at Retirement Clearinghouse, you'll be making a real difference for yourself and others!

Our mission is to dramatically improve the odds that millions of America’s job-changing participants will preserve their retirement savings and enjoy a comfortable and timely retirement. To achieve our mission, we leverage innovative financial technology to greatly simplify and streamline the process of consolidating retirement savings accounts within America’s defined contribution system.

TSP Consolidation Specialist:

Hourly Salary: $21 per hour plus shift differential, Monday thru Friday 9a to 6p. Occasional overtime required.

Annual Bonus Potential: % of annual base salary, prorated from date of hire and subject to terms and conditions.

Job Summary:

The TSP Consolidation Specialist will assist the participant in all facets of the consolidation process through inbound contacts and outbound follow up. They will utilize a consultative approach to determine the needs of the participant and utilize a course of action that best suits those needs. This position will be responsible for owning the entire consolidation process from start to finish through effective communication, follow through, and case management.

Essential Functions and Basic Duties:

Ability to use consultative discussions to guide participants through a detailed process.
Effectively manage all leads through a leads management tool. Must make outbound calls and follow up with participants in a timely manner.
Provide detailed notes and documentation on a participant’s account to ensure seamless interactions.
Ability to access information from a variety of sources and articulate the rollover and consolidation process steps to participants in a succinct and professional manner.
Serve as liaison between participants and Customer Service departments at other financial institutions and pre-fill all required paperwork.
Perform back-office support of the rollover and roll-in process by managing and monitoring transactions and interacting with third parties involved in the money movement process as required.
Work cooperatively and establish positive cross-functional relationships within the organization.
Display a positive, helpful attitude and be participant-oriented with the ability to listen, elicit, educate, and communicate with different personalities and skill levels via telephone and email.
Perform other duties as may be assigned.

Perks and Benefits:

Hybrid work opportunities*-see below for additional information
Competitive hourly rate with Bonus potential.
Paid Time Off
Paid Sick Time
Paid holidays
Medical, dental, vision, short-term disability, long-term disability, life insurance benefits on day 1 of employment
401k with immediately 100% vested employer matching contribution
Professional Growth and Career Advancement Opportunities

*Applicants will be provided with the basic equipment needed to work from home. An internet stipend is provided to employees in their semi-monthly paychecks as well.

Retirement Clearinghouse provides a competitive hourly rate and comprehensive benefits package, including medical, dental, vision, life insurance, short-term and long-term disability insurance, HSA and FSA plans, a Safe Harbor 401k plan with matching contributions, paid holidays sick time, and paid time off, and bonus potential.

Salary Range:

Shift:

-not applicable-

Work Schedule:

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:

Division:

Retirement Clearinghouse LLC

Retirement Clearinghouse jobs

TSP Consolidation Specialist