Retirement Consolidation Specialist Job at RETIREMENT CLEARINGHOUSE LLC, Charlotte, NC

MVRjK1Q0aGx0YVF3U1JWcG8wdFA5R3p3VXc9PQ==
  • RETIREMENT CLEARINGHOUSE LLC
  • Charlotte, NC

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

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.
  • 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

M i n i mu m 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.

PI8471717106eb-30492-35668127

Job Tags

Hourly pay, Holiday work, Full time, Temporary work, Part time, Remote job, Shift work, Monday to Friday,

Similar Jobs

MSR-FSR

Delivery Driver Job at MSR-FSR

 ...JOB TITLE: Delivery Driver SUMMARY: Delivery Drivers are responsible for providing pick-up and delivery to customers in a...  ...Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build... 

KA Recruiting

Medical Technologist OR MLS OR CLS OR MLT in New Mexico Job at KA Recruiting

(Only QUALIFIED Healthcare Professionals accepted) Medical Technologist - General - NEW Medical Technologist OR Medical Laboratory Technician Opening at a not for profit hospital located in Southern New Mexico! This Joint Commission Hospital prides itself on a patient centered...

San Diego County Credit Union

Entry Level Bank Teller Job at San Diego County Credit Union

Entry Level Bank Teller Location San Diego, CA (University City area) : What will I do in this role? Responsible for transacting business...  ...on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members. What... 

Information Technology Strategies

Junior Business Analyst Job at Information Technology Strategies

 ...provider servicing commercial and government initiative in various parts of the United States. We are currently seeking a Junior Business Analyst to work for our company. Summary: Client Agency is IRS. Must be able to pass IRS Background check (Basic eligibility... 

Clinical Management Consultants

Mother Baby Nurse Manager Job at Clinical Management Consultants

 ...winning hospital located in Eastern Mississippi is looking for a Mother Baby Nurse Manager to join their fast paced and dynamic health care...  ...Services, and Postpartum support team working under them, the RN Manager Mother Baby will have the proper resources necessary to...