Retirement Services Representative
Morningstar 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.
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
Skills
- 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
- 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 Overview