Email Opening Title Customer Service Representative  Description Company Overview: EdgeCo Holdings, Inc. (“EdgeCo”), and its subsidiaries are leading providers of technology-enabled retirement solutions for the small and mid-sized retirement plan market. EdgeCo is the ultimate parent company of Mid Atlantic Capital Group, Inc. (“MACG”), and American Trust Company (“AMT”). Job Summary: We are seeking an energetic and motivated Customer Service Representative to join our Participant Services team. As a Customer Service Representative, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Customer Service Representatives will be trained to answer questions about retirement plan solutions with emphasis on knowledge, problem solving, and adherence to policies and procedures. Responsibilities include: Being an excellent communicator where one demonstrates the ability to anticipate the needs of the callers, builds rapport with each customer, asks probing questions and understands how to create a best-in-class client experience to resolve customer requests on first contact. Educating customers about the services we provide for their retirement needs. Adapting to changes in the market, industry or company policies and business conditions. Balancing time effectively and efficiently to ensure the department meets expected service levels. Meeting the established goals and objectives: customer experience, first contact resolution, call quality and call handling time. Becoming an internal stakeholder in the future of our organization through making suggestions and participating in the process to continually improve the way we provide customer service. Efficiently navigating through systems/websites to maximize time to respond and resolve the service requests of customers while maintaining ownership and accountability until each request is complete, or within established turnaround times.               About the Organization Who We Are: EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades. AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies including American Trust Custody, American Trust Retirement, American Trust Wealth, Pension Pro and Hub+, together they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $120 billion assets and supports over 300K retirement plans. What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). Applications will be accepted on an ongoing basis.   EOE Statement Equal Opportunity Employment EdgeCo Holdings, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.   This position is currently not accepting applications. To search for an open position, please go to http://EdgeCoHoldings.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category Plan Maintenance Specialist in USA, Remote Posted on: 5/2/2024 [Apply Now] Client Service Manager in USA, Remote Posted on: 4/22/2024 [Apply Now] Client Service Specialist in USA, Remote Posted on: 4/19/2024 [Apply Now] Senior Operations Support Specialist in Lexington, KY Posted on: 4/17/2024 [Apply Now] ESOP Administrator in Greensboro, NC Posted on: 4/11/2024 [Apply Now] Other Jobs Within 60 Miles Senior Operations Support Specialist in Lexington, KY Posted on: 4/17/2024 [Apply Now]

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