Retirement Consolidation Specialist

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Job description

Position Title: Retirement 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 Work Opportunities

Company intro:

Retirement Clearinghouse was voted one of the top places to work by Charlotte Magazine in 2024! When you join the team, you'll make a real difference and can learn, grow and make a positive impact every day. At Retirement Clearinghouse we are helping millions of Americans preserve their retirement savings. We use innovative technology and provide exceptional customer service to help participants make informed decisions about their retirement accounts without using high pressure sales pitches.

Job position description:

The ideal candidate will:

• Have a minimum of 1-2 years of call center/customer service experience.
• Have knowledge of retirement industry products and services.
• Be able to provide prompt, accurate and courteous response to customers.
• Display Active listening and superior customer service skills for both internal and external customers.
• Solve routine and complex problems.
• Adhere to work schedule.

Shift: Monday through Friday, 9a to 6p or Monday through Friday 11a to 6p

Pay Rate: $21 per hour

Top benefits or perks:

As a team member at Retirement Clearinghouse, you'll enjoy:

• A culture that fosters a positive work life balance.
• Hybrid work opportunities.
• Competitive hourly rate with Bonus potential.
• up tp 18 days of Paid Time Off per year, 7 sick days per year.
• Paid holidays
• Medical, dental, vision, short-term disability, long-term disability, life insurance benefits on day 1 of employment
• 401k eligibility and 100% vesting with employer matching on day 1 of employment.
• Professional Growth and Career Advancement Opportunities

Training is provided to all new hires to help you achieve your goals and ensure your success! Applicants will complete a minimum 3-week training program that will be onsite. Upon successful completion of the onsite training, candidates will be permitted to work remotely on the same terms and conditions as other employees in the position. Employees who wish to work onsite may do so in our state-of-the-art office!

Location:

Retirement Clearinghouse is in the Ayrsley area located in Charlotte, NC, the second largest banking center in the United States.

Salary Range:

$21 per hour

Shift:

-not applicable-

Work Schedule:

Monday through Friday 9a until 6p

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

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

Retirement Clearinghouse is an EEO employer and participates in the E-Verify program. Pre-employment background checks will be performed upon offer of employment.

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