Client Experience & 401(k) Specialist

Job overview

The Client Experience & 401(k) Specialist role is onsite in Midvale, UT. Compensation is not specified. Trucordia is building an insurance brokerage and describes its work as delivering services and experiences to clients and communities. The specialist supports retirement plan administration and client and employee inquiries, coordinating with plan providers, payroll teams, and internal departments. Accurate enrollment, contribution records, reconciliations, and responsive service help clients and employees navigate plan processes.

What you'll do

• Assist with 401(k) and Roth enrollment and setup
• coordinate new client plan implementation
• maintain and reconcile plan records
• research contribution discrepancies
• answer client and employee questions
• coordinate with providers, clients, payroll, and internal teams
• maintain confidential records
• provide backup administrative and front desk coverage
• support inquiries about onboarding, payroll, benefits, and documentation.

What we're looking for

Skills & competencies

client experience specialist

401(k) administration

roth plans

retirement contributions

plan reconciliation

client support

payroll coordination

midvale ut

trucordia

401(k) matching

health insurance

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k), 401(k) matching, dental and health insurance, flexible spending account, life insurance, paid time off, retirement plan, and vision insurance.

Why this role

High school diploma or equivalent is required; knowledge of 401(k) and Roth plans is required, while prior administration, contribution processing, or reconciliation experience is preferred.

About the employer

Trucordia is hiring for this role. Industry: Office Administrative Services. Sector: 56.