Retirement Services Representative

The Group: Morningstar's mission is to create products that help investors achieve their financial goals. For the Retirement group, that means building products and solutions that help employers maximize the value of their workplace retirement plans and put individuals on the path to better retirement outcomes. Retirement is a high-growth area for Morningstar offering a diverse suite of technology and investment-based solutions. Our unique client base includes retirement plan providers, sponsors, advisors, consultants, and participants. The Retirement Services Center within Morningstar Retirement is critical to achieving our mission of helping individuals achieve a better retirement. The Role: We are seeking a motivated and compassionate person with a strong desire to help others. As a Retirement Services Representative, you will respond to inquiries from retirement plan participants who are current or prospective clients of our managed account service, Morningstar Retirement Manager. Your responsibility will be to help individuals navigate our online platform and to promote the value of our personalized savings and investment advice. You will also respond to questions from retirement plan advisors regarding our fiduciary services product, Plan Advantage. As advisors build, review, and manage their own clients retirement plan menus, you will provide key guidance and product expertise. This is an ideal position for someone who is eager to enter the retirement industry and passionate about helping investors achieve their long-term goals. It is based in our Chicago office. Responsibilities: Respond to inbound client inquiries via phone and email. Guide clients through the user interfaces of Morningstar Retirements multiple products, demonstrating exceptional product knowledge. Increase adoption and retention of our managed account service by promoting the value of risk-appropriate portfolios and explaining our methodology in accessible and concise language. Provide guidance and support to financial advisors as they utilize Plan Advantage to build and review their clients retirement plans. Collaborate with our operations team to investigate and resolve issues as they arise, serving as a key point of contact between clients and internal experts. Communicate with teammates and team leaders regarding recurrent issues. Share customer feedback with management to continuously improve the client experience. Qualifications: Excellent communication and interpersonal skills. Strong active listening skills with the ability to de-escalate difficult situations. Prior experience working in a customer service environment. Comfortable working in a fast-paced, high-volume environment. Ability to navigate multiple computer programs simultaneously while on a call. Proficiencies in Microsoft Office Suite, including PowerPoint, Excel, and Word. Proactive and creative thinking skills with a collaborative approach to problem-solving. College degree or equivalent work experience. Prior experience supporting financial products or financial software solutions is a plus. Bilingual in Spanish a plus. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. Thats why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 100% 401k match up to 6% of salary Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $59,900.00 - 101,825.00 USD Annual Inclusive of annual base salary and target incentive If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position youre interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matterswithout regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.