TSP Consolidation Specialist

About the role

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 supports Federal Thrift Savings Plan (TSP) participants with the consolidation of retirement assets into their existing TSP accounts, serving as the participant’s primary point of contact. Responsibilities include gathering required information, preparing documentation, and facilitating the end‑to‑end rollover process. After completing a 4‑week onsite training program, hybrid/remote work options become available, with the ability to work onsite in the modern office located in the Ayrsley area of Charlotte, NC.

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 the 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.

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
• 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.

Pay

$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.

Schedule

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