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 11a to 8p. Occasional overtime required.

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

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.

Minimum Qualifications

  • •Bachelor’s Degree in Business or related field is preferred
  • A minimum of 1-2 years of call center/customer service experience
  • Financial services/ retirement plan experience is a plus
  • Proven ability to manage a large number of cases
  • Knowledge of retirement industry products and services progressive
  • Superior verbal and written communication skills
  • Keen ability to pay close attention to detail
  • MS Office skills (Word, Excel, and Outlook) are a must

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.

Apply Now!

Back to Current Openings