Retirement Services Representative at Morningstar… · Chicago

Summary: Morningstar Sustainalytics is dedicated to helping investors achieve their financial goals through innovative products and solutions. The Retirement Services Representative will assist retirement plan participants and advisors by providing guidance on the company's managed account services and fiduciary products, ensuring a positive client experience. 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 Required 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 Preferred Qualifications: - Prior experience supporting financial products or financial software solutions is a plus - Bilingual in Spanish a plus Required Skills: Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Financial products support, Financial software solutions support, Bilingual Spanish Benefits: 100% 401k match up to 6% of salary, 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 Leave, Adoption Assistance, Leadership Coaching & Formal Mentorship Opportunities, Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses, Tuition Reimbursement, Charitable Matching Gifts program, Dollars for Doers volunteer program, Paid volunteering days, 15+ Employee Resource & Affinity Groups