RPAS Participant Services Representative

RPAS Participant Services Representative

Location: Tulsa
-TUL

Areas of Interest: Wealth Management;
Accounting;
Customer Service/Call Center;
Institutional/401(K) Services

Pay Transparency Salary Range: Not Available

Final date to receive applications: 06/30/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates Trans Fund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:
Bank of Albuquerque;
Bank of Oklahoma;
Bank of Texas and BOK Financial®.

Formula Based

You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most of every opportunity. Bring your knowledge, skills, and abilities to us as a Participant Services Representative. You'll be positioned for a great career!

The Participant Services Representative is the primary contact for participants in the multiple retirement plans in which the bank serves as the trustee. This individual serves as a liaison between the participant and Trust Operations and/or Relationship Management. The representative is responsible for providing an exceptional client service experience for the participants by answering key questions about plans, providing research, solving problems and clearly communicating information.

These interactions primarily take place via phone and email which requires the representative to listen, understand, clearly communicate and thoroughly resolve issues. At times the representative will interact with brokers, Plan Sponsors, Bank Relationship Management Staff and Trust Operations personnel related to the issue.

• 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 time frames.
• 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 escalat...]