Retirement Plan Participant Services Specialist

BOK Financial; Tulsa (OK); On-site; USD 42,000 - 56,000; Full time

Job summary

BOK Financial in Tulsa, OK is seeking a Participant Services Representative to be the primary contact for retirement plan participants. You will handle inquiries by phone and email, provide guidance on plan provisions, and coordinate with Trust Operations and Relationship Management to resolve issues.

The role emphasizes exceptional service, adherence to policies, and opportunities to learn about IRA rollover products.

Qualifications

• High school diploma plus 2–3 years in financial services, customer service or call center.
• Strong verbal and written communication and problem-solving skills.
• Experience in a call center is preferred.

Responsibilities

• Serve as the primary contact for retirement plan participants by phone and email.
• Act as liaison between participants, Trust Operations and Relationship Management.
• Provide information, perform research, resolve issues, and ensure a quality client experience.
• Identify IRA rollover opportunities and escalate issues per policy.

Skills

Excellent communication

Problem solving

Customer relations

Multitasking

Adaptability

Call center experience

Education

High school diploma

Tools

Windows

Online access applications

IRA rollover reports

Trust accounting systems

Job description

BOK Financial in Tulsa, OK is seeking a Participant Services Representative to be the primary contact for retirement plan participants. You will handle inquiries by phone and email, provide guidance on plan provisions, and coordinate with Trust Operations and Relationship Management to resolve issues.

The role emphasizes exceptional service, adherence to policies, and opportunities to learn about IRA rollover products.