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Participant Services Representative Jobs (NOW HIRING)

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 ...

Confidential

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General Clerk/Float Representative

Long Island City, NY · On-site

$62K - $67K/yr

GENERAL CLERK / FLOAT REPRESENTATIVE A multiemployer Benefit Fund based in Queens, NY is seeking a ... PARTICIPANT SERVICES / BENEFITS SUPPORT * Support the Fund Office with participant questions ...

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Participant Services Representative information

See salary details

$29.5K

$48.3K

$78.5K

How much do participant services representative jobs pay per year?

As of Jun 11, 2026, the average yearly pay for participant services representative in the United States is $48,284.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $57,000.00 per year, depending on experience, location, and employer.

What are some common challenges a Participant Services Representative faces when assisting clients, and how can they be managed?

Participant Services Representatives often encounter challenges such as handling high call volumes, addressing complex or sensitive participant inquiries, and ensuring accurate information is provided within strict compliance guidelines. Successful representatives manage these challenges by staying organized, utilizing available resources and scripts, and practicing strong communication and active listening skills. Regular training and support from supervisors also help in keeping up-to-date with policy changes and improving service quality.

What are the key skills and qualifications needed to thrive as a Participant Services Representative, and why are they important?

To thrive as a Participant Services Representative, you need strong customer service skills, attention to detail, and typically a high school diploma or equivalent. Familiarity with CRM software, call center systems, and sometimes benefits administration platforms is commonly required. Excellent communication, patience, and problem-solving abilities help you effectively address participant inquiries and concerns. These skills are crucial for delivering accurate information, ensuring participant satisfaction, and maintaining the reputation of the organization.

What is a participant services representative?

A participant services representative is a customer service professional who assists participants in programs or services by providing information, resolving issues, and ensuring a positive experience. They often work in environments such as healthcare, research studies, or government programs, using communication skills and knowledge of policies to support participants effectively.

What is the difference between Participant Services Representative vs Customer Service Representative?

AspectParticipant Services RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer experience in healthcare or client servicesHigh school diploma; customer service experience often preferred
Work EnvironmentHealthcare, insurance, or program administration settingsRetail, call centers, or corporate offices
Employer & Industry UsageHealth plans, government programs, non-profitsRetail companies, telecom, financial services
Search & Comparison IntentFocus on healthcare or program participant supportFocus on general customer support across industries

While both roles involve assisting clients or participants, a Participant Services Representative typically works within healthcare or program administration settings, focusing on participant-specific needs. A Customer Service Representative generally handles broad customer inquiries across various industries. The roles share similar skills but differ in industry focus and specific responsibilities.

What jobs pay 2000 a day?

Participant Services Representatives typically do not earn $2,000 a day; such high daily earnings are rare and usually associated with specialized roles like high-level consultants, executive recruiters, or certain freelance professionals. Most jobs with high daily pay require advanced skills, certifications, or significant experience, and earnings can vary widely based on workload, location, and industry. It is uncommon for standard participant services roles to reach this level of daily income.

What are Participant Services Representatives?

Participant Services Representatives are professionals who assist customers, often in retirement plan or benefits administration companies, by answering questions, resolving issues, and providing information about account details, plan rules, and transactions. They typically handle incoming calls or emails from plan participants, guiding them through processes such as distributions, loans, or enrollments. Their role is crucial in ensuring that customers have a smooth and positive experience with their benefit plans.

Is CSR a good entry level position?

A Participant Services Representative (CSR) is often considered a good entry-level position because it typically requires minimal prior experience and involves developing communication and customer service skills. It can serve as a stepping stone to more advanced roles in client relations, administration, or management, often with on-the-job training and basic computer skills. However, the suitability depends on individual career goals and the specific company's requirements.

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

A Participant Services Representative typically does not earn $10,000 a month without specialized experience or additional skills. High-paying roles that can reach this level without a degree are rare and often involve entrepreneurship, sales, real estate, or skilled trades where performance-based compensation is common.
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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 Participant Services Representative jobs? States with the most job openings for Participant Services Representative jobs include:
What job categories do people searching Participant Services Representative jobs look for? The top searched job categories for Participant Services Representative jobs are:
Participant Services Representative jobs near you
Infographic showing various Participant Services Representative job openings in the United States as of June 2026, with employment types broken down into 53% Full Time, 45% Part Time, and 2% Temporary. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $48,284 per year, or $23.2 per hour.
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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