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Entry Level Participant Services Representative Jobs

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General Clerk/Float Representative

Long Island City, NY · On-site

$62K - $67K/yr

This is not an entry-level position . The successful candidate must be comfortable working in a ... PARTICIPANT SERVICES / BENEFITS SUPPORT * Support the Fund Office with participant questions ...

FAVARH

Sr Customer Services Rep- Retirement

New York, NY · Hybrid

$21 - $29/hr

The Participant Services Representative answers inbound participant calls to participants in an employer sponsored retirement plan and assesses needs to provide service resolution.Through inbound ...

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How much do entry level participant services representative jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for entry level participant services representative in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

Is CSR a good entry level position?

A Customer Service Representative (CSR) position is typically considered a good entry-level role because it develops communication, problem-solving, and customer management skills. It often requires minimal prior experience and can serve as a stepping stone to higher roles in customer support, sales, or management.

What is a participant services representative?

A participant services representative is responsible for assisting individuals involved in programs or services, providing information, answering questions, and resolving issues. The role often requires strong communication skills, customer service experience, and familiarity with relevant systems or databases.

What jobs pay 2000 a day?

Entry Level Participant Services Representatives typically do not earn $2000 a day, as this rate is uncommon for entry-level roles. High-paying jobs that can reach this level often involve specialized skills, such as consulting, sales, or executive roles, and usually require extensive experience or advanced certifications. Most roles paying this amount are in industries like finance, law, or executive management, not entry-level positions.

What job makes $10,000 a month without a degree?

Entry Level Participant Services Representatives typically do not earn $10,000 a month; such high earnings are uncommon without advanced skills or experience. Roles that can reach this level often involve sales, real estate, or specialized technical fields, but they usually require experience, certifications, or a strong network rather than an entry-level position. High earnings at this level are rare and generally depend on commission or performance-based pay.
What cities are hiring for Entry Level Participant Services Representative jobs? Cities with the most Entry Level Participant Services Representative job openings:
What are the most commonly searched types of Participant Services Representative jobs? The most popular types of Participant Services Representative jobs are:
What states have the most Entry Level Participant Services Representative jobs? States with the most job openings for Entry Level Participant Services Representative jobs include:
Entry Level Participant Services Representative jobs near you
RPAS Participant Services Representative

RPAS Participant Services Representative

BOK Financial

Tulsa, OK • On-site

$14 - $19/hr

Full-time

Retirement

Posted 24 days ago

Job description

Req ID: 77740
Location: Tulsa -TUL
Areas of Interest: Wealth Management; Accounting; Customer Service/Call Center; Institutional/401(K) Services
Pay Transparency Salary Range: Not Available
Application Deadline: 06/30/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
Formula Based
Summary
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!
Job Description
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.
Team Culture
We have an authentic culture and a one-team philosophy. We lead by example, maintain a positive attitude, and encourage and support one another. We enjoy healthy competition and take pride in our performance. Performance dashboards are on display, and top performers are recognized monthly, quarterly, and annually.
Our vision is to become the world's best call center team. Our mission is to provide exceptional service and valuable solutions in partnership with our clients, all within an environment of integrity and respect. We live this through shared accountability. We question current processes and find ways to increase efficiency. Sharing is caring, especially when it involves best practices, and we do it in many ways learning from one another.
How You'll Spend Your Time
  • 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.

You will have opportunities to participate in training, engage in self-improvement initiatives, and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. Coaching and feedback sessions will help you achieve desired results and earn additional income through meeting or exceeding satisfaction survey metrics. You will always be learning.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of high school and 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.
  • Experience in a call center environment is preferred.

Working Conditions & Physical Requirements
Office
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.

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