Morningstar · 4 weeks ago
Retirement Services Representative
Chicago, IL
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $102K/yrMorningstar is dedicated to helping investors achieve their financial goals, particularly in the retirement sector. The Retirement Services Representative will assist retirement plan participants and advisors by guiding them through Morningstar's services and promoting effective retirement planning solutions.
Asset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingMarket ResearchNewsSoftwareTelecommunications
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
Morningstar provides independent investment research to investors worldwide.
Founded in 1984
10001+ employees
H1B Sponsorship
Morningstar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (68)
2022 (51)
2021 (57)
2020 (56)
Funding
Current Stage
Public CompanyTotal Funding
$91M2005-05-03IPO
1999-07-09Private Equity· $91M
Leadership Team
Kunal Kapoor
Chief Executive Officer
Lawrence Johnson
SVP & Head of Fintech Engagement
Recent News
Portfolio Adviser
2026-01-21
Portfolio Adviser
2026-01-21
2026-01-16
Company data provided by crunchbase