RPAS Participant Services Representative

BOK Financial

Tulsa, OK

JOB DETAILS
SKILLS
Communication Skills, Cross-Selling, Customer Satisfaction, Customer Support/Service, Financial Services, Maintain Compliance, Problem Solving Skills, Retirement Plan, Team Player
LOCATION
Tulsa, OK
POSTED
1 day ago

The Participant Services Representative role involves serving as the primary contact for retirement plan participants, providing exceptional client service via phone and email.

  • They address inquiries about plan access, benefits, and transactions, assisting with distributions, IRAs, and cross-sale opportunities.
  • The position requires strong communication, problem-solving, and knowledge of trust and investment systems, with 2-3 years of financial or customer service experience preferred.
  • Comprehensive training, ongoing development, and performance recognition are provided.
  • Work occurs in an office environment, emphasizing teamwork, integrity, and continuous learning to ensure compliance and client satisfaction.
  • The role offers a pathway for career growth within a stable, supportive organization committed to equal opportunity.

About the Company

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BOK Financial

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.

We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.

We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

COMPANY SIZE
5,000 to 9,999 employees
INDUSTRY
Banking
WEBSITE
http://www.bokf.com