Retirement Plan Participant Specialist

BOK Financial Corporation; Tulsa (OK); On-site; USD 38,000 - 58,000; Full time

Job summary

BOK Financial Corporation is seeking a RPAS Participant Services Representative in Tulsa, OK. The role centers on assisting retirement plan participants via phone and email, resolving issues, and delivering exceptional service.

You will collaborate with Trust Operations and Relationship Management, handle IRA rollovers, and maintain accurate participant records while adhering to compliance standards. Training and development are provided.

Qualifications

• High school diploma and 2-3 years experience in financial services, customer service or call center.
• Proficient with Windows-based PC applications and online access tools.
• Knowledge of trust accounting systems and retirement plan platforms.

Responsibilities

• Answer questions from participants via phone and email and provide accurate information about plans.
• Coordinate with Relationship Management and Trust Operations to resolve issues quickly.
• Identify cross-sale opportunities related to IRA rollovers and distributions.
• Adhere to policies to ensure compliance and minimize risk.

Skills

Customer service

Phone support

Written communication

Problem solving

Education

High school diploma

2-3 years financial services experience

Tools

Windows PC applications

Online access applications

Trust accounting systems

Job description

BOK Financial Corporation is seeking a RPAS Participant Services Representative in Tulsa, OK. The role centers on assisting retirement plan participants via phone and email, resolving issues, and delivering exceptional service.

You will collaborate with Trust Operations and Relationship Management, handle IRA rollovers, and maintain accurate participant records while adhering to compliance standards. Training and development are provided.