Account Services Representative, Trust and Retirement Services

Account Services Representative, Trust and Retirement Services

and the job listing Expires on February 19, 2026

Full-Time Job Accounting, Data Analytics, Economics & Finance

The Institutional Retirement Service Representative facilitates the efficient operations of the Institutional Trust Operations department and serves as the day-to-day contact for Third Party Administrators / Record-Keepers

• Monitor MATC web site and phone calls
• Respond to and resolve client inquiries
• Establish and review client accounts and the necessary documentation
• Work with fund companies to get accounts established quickly
• Monitor and process client account workflow
• Complete fund applications
• Coordinate meetings and agendas
• Conduct web-based demos
• Actively participate in client meetings or conference calls
• Document internal operating procedures
• Represent the company and its services professionally and with polish
• Address trading communication issues
• Familiarize your self with the other departments and roles
• Learn and understand regulatory and compliance issues related to client on-boarding
• Assist with reconciling accounts to meet statement deliverables
• Respond to auditor requests
• Become well versed in the MATC Trust system (TNS)
• Assist with asset transfers cross-departments

• Experience in a client support position required, retirement industry experience a plus
• Excellent verbal and written communication skills
• Excellent interpersonal and customer service skills
• Interact with clients in a consultative way
• Proficient in Microsoft Office or related software
• Excellent organizational skills and attention to detail
• Ability to work independently and as a team

Edge Co Holdings is made up of several affiliated financial services companies, including American

TCS Holdings and New Edge Capital Group. For over four decades, the Edge Co companies have provided 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.

American

TCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. American

TCS is comprised of several subsidiary companies, divisions, and brands, including American Trust Custody, American Trust Retirement, American Trust Wealth, American Technology Automation (Pension Pro and Hub+), and Fiduciaryx Change. Together, they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, American

TCS has over $600 billion assets and supports over 425K retirement plans.

Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. Edge Co 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.