Morningstar Sustainalytics · 1 month ago
Retirement Services Representative
Chicago
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $102K/yrMorningstar Sustainalytics is focused on helping investors achieve their financial goals through innovative retirement solutions. The Retirement Services Representative will assist retirement plan participants and advisors by providing guidance on online platforms and promoting the value of personalized savings and investment advice.
Financial Services
Responsibilities
Respond to inbound client inquiries via phone and email
Guide clients through the user interfaces of Morningstar Retirement’s 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
Qualification
Required
College degree or equivalent work experience
Excellent communication and interpersonal skills
Prior experience working in a customer service environment
Attention to detail and accuracy in client interactions
Proactive and creative thinking skills with a collaborative approach to problem-solving
Proficiencies in Microsoft Office Suite, including PowerPoint, Excel, and Word
Preferred
Prior experience supporting financial products or financial software solutions is a plus
Bilingual in Spanish preferred
Benefits
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
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
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Company
Morningstar Sustainalytics
Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies.
Founded in 1992
1001-5000 employees
Funding
Current Stage
Late StageRecent News
2024-04-25
2024-04-25
Company data provided by crunchbase