BOK Financial · 1 month ago
RPAS Participant Services Representative
Tulsa, OK, US, 74101
Full-time
Onsite
Entry Level
2+ years expBOK Financial is a stable and financially strong organization providing excellent training and development. The Participant Services Representative serves as the primary contact for participants in multiple retirement plans, providing exceptional client service and support.
BankingCredit CardsFinancial Services
Responsibilities
You’ll receive comprehensive training and the necessary tools to be successful. Client assistance generally includes questions regarding common access or account requests, benefit provisions, or requests to execute transactions from retirement plan participants
You will work with the Relationship Management group by fielding questions on terminated plan participants regarding distribution options and our Individual Retirement Account (IRA) rollover product, and maintain IRA reports to ensure distributions occur within established plan timeframes
You will also probe for IRA cross-sale opportunities and serve as the liaison between the prospective IRA rollover account holder and the assigned account officer for the IRA account
You will escalate situations when appropriate and follow up and follow through with internal and external clients
You will follow standardized policies and procedures to ensure compliance and to minimize risk
Qualification
Required
Completion of high school
2-3 years' experience in financial services, customer service or call center industry or equivalent educational experience
Thorough knowledge and use of Windows based PC applications, including word processing, spreadsheets
Thorough knowledge and use of online access applications, including mobile apps
Working knowledge of trust accounting systems, recordkeeping systems, participant trading platforms and other web based transaction platforms utilized by participants
Working knowledge of basic investments, styles and asset allocation
General knowledge of employee benefits, ERISA and IRS regulations and applicable rules and regulations covering retirement plans
General knowledge of self-directed online brokerage system and documentation and brokerage, settlement and trading functions
Excellent oral and written communication skills including problem-solving, conflict resolution and customer relations skills
Advanced math skills in order to assist participants with transactions
Ability to respond to client needs in a fast-paced environment including the ability to multi-task
Strong ability to learn and adapt to change in a fast-paced environment
Preferred
Experience in a call center environment
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
The Journal Record
2025-12-29
The Journal Record
2025-12-25
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