Job Description
Be an Early Applicant
Chicago IL USA
Hybrid
100K-500K Annually
Entry level
Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Empowering Investor Success
The Role
The Retirement Services Representative assists retirement plan participants and advisors by responding to inquiries promoting managed accounts and guiding clients in using Morningstar's services.
Summary Generated by Built In
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:
Qualifications:
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's 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:
Total Cash Compensation Range
$59900.00 - 101825.00 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
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 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.
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. That's 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-$2000 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
$59900.00 - 101825.00 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
Skills Required
- Excellent communication and interpersonal skills
- Prior experience working in a customer service environment
- Ability to navigate multiple computer programs simultaneously
- College degree or equivalent work experience
- Prior experience supporting financial products or financial software solutions
- Bilingual in Spanish
What the Team is Saying
Morningstar Compensation & Benefits Highlights
- Leave & Time Off Breadth—Time away options include a paid six‑week sabbatical every four years and flexible time off in North America with broad usage reported in 2024. Feedback suggests these programs are a distinctive strength by market standards.
- Parental & Family Support—A global minimum beginning in 2025 provides at least 16 weeks paid leave for primary caregivers and up to 8 weeks for secondary caregivers plus at least 6 weeks paid caregiving leave. This breadth positions family support as a clear pillar of the package.
- Equity Value & Accessibility—An optional Shared Ownership program lets employees direct part of a bonus into RSUs with a 50% company match. This structure adds a notable long‑term ownership component to total rewards.
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The Company
HQ: Chicago IL
11500 Employees
Year Founded: 1984
What We Do
At Morningstar we believe in building great products in-house in a highly collaborative agile environment where we focus on technical excellence the user experience and continuous improvement. Our technologists represent a range of skills and experience levels but they all view their work as a craft and push technology’s boundaries.
Why Work With Us
Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020 we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!
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Date Posted
05/08/2026
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