Client Experience & 401(K) Specialist

Trucordia • Midvale, UT

1d • Onsite

About The Position

The Client Experience & 401(K) Specialist supports client and employee experience and administers client 401(k) and Roth retirement plan activities. The role assists with enrolling eligible employees, coordinating new client plan setup with retirement plan providers, maintaining and reconciling plans, and researching contribution discrepancies. It also answers questions about enrollment, contributions, employer responsibilities, and plan processes, while coordinating with clients, providers, payroll teams, and internal departments to support accurate and timely contribution processing. The position maintains organized, confidential retirement plan records and provides backup administrative and front desk coverage, responding to inquiries by phone, email, and in person. This is a full-time onsite position with benefits available.

Requirements

• High school diploma or equivalent.
• Knowledge of 401(k) and Roth retirement plans, including employee and employer contributions.
• Strong customer service and interpersonal skills.
• Excellent attention to detail and organizational skills.
• Ability to identify and resolve contribution discrepancies accurately.
• Ability to handle sensitive and confidential information with discretion.
• Proficiency in basic office software, including email, word processing, and spreadsheets.
• Strong written and verbal communication skills.
• Ability to work collaboratively with clients, employees, retirement plan providers, and internal teams.

Nice To Haves

• Previous experience with 401(k) administration, contribution processing, or plan reconciliation.

Responsibilities

• Assist with setting up and enrolling eligible employees in 401(k) and Roth retirement plans.
• Coordinate setup and implementation of new clients’ 401(k) plans with designated retirement plan providers.
• Maintain and reconcile current client 401(k) plans to help ensure contribution records are accurate and up to date.
• Research and resolve discrepancies related to employee and employer retirement plan contributions.
• Answer client and employee questions about 401(k) and Roth contributions, enrollment, and general plan processes.
• Assist employers with questions regarding employer contributions, matching contributions, and other plan-related responsibilities.
• Coordinate with retirement plan providers, clients, payroll teams, and internal departments to support accurate and timely contribution processing.
• Maintain organized and confidential records related to retirement plan enrollment, contributions, and reconciliation activities.
• Serve as backup administrative team contact for clients, employees, and visitors by phone, email, and in person.
• Provide professional, timely, and courteous support in response to client and employee inquiries.
• Assist clients and employees with general questions related to onboarding, payroll processes, benefits, and documentation.
• Provide backup coverage for front desk operations, including greeting visitors and directing inquiries appropriately.
• Support internal teams with client, employee, payroll, benefits, and retirement plan communications.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED