Retirement Services Representative

Dun & Bradstreet(1 month ago)

HybridFull TimeJunior$59,900 - $101,825Retirement Services

About this role

As a Retirement Services Representative at Morningstar, you will support retirement plan participants and advisors for Morningstar Retirement Manager and Plan Advantage. The role focuses on helping individuals navigate the online platform and promoting personalized savings and investment advice to improve retirement outcomes. This position is based in Morningstar’s Retirement Services Center in Chicago.

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Required Skills

Customer Service
Phone Support
Email Support
Product Knowledge
Client Guidance
Sales
Advisor Support
Problem Solving
Issue Resolution
Communication

+4 more

Qualifications

College Degree

About Dun & Bradstreet

dnb.com

Dun & Bradstreet provides commercial data, analytics, and insights that help organizations meet sales and marketing goals, manage global supply chains, and mitigate credit risk. Backed by nearly two centuries of business data, D&B offers authoritative company intelligence, standardized firmographics, risk scores, and identifiers to support customer acquisition, supplier management, and compliance. Their platforms and APIs deliver global coverage and analytics to power finance, procurement, and go-to-market decision-making. Businesses rely on D&B for scalable, data-driven solutions that improve operational and strategic performance.

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