Sr Associate, Client Onboarding/Implementation
HSA Bank
Milwaukee, WI, USA
USD 23-25 / hour
At HSA Bank, we’re working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.
Are you ready to join us?
What you will do
Manage end-to-end onboarding for employer HSA and spending account products, including plan setup, configuration validation, and client training.
Consult with clients to determine appropriate enrollment and contribution methods based on their organizational needs
Deliver virtual training sessions and onboarding materials to employer contacts.
Provide support and troubleshooting during the initial data loading of enrollments and contributions.
Maintain accurate documentation and project tracking across multiple concurrent implementations.
Collaborate with internal teams to resolve setup issues and ensure timely and accurate execution.
Manage annual renewals for spending account clients.
Provide proactive communication and status updates to employer clients and internal stakeholders.
Ensure quality and consistency in client interactions through adherence to implementation protocols
Skills and Abilities
Strong organizational skills and ability to manage multiple projects simultaneously.
Excellent written and verbal communication skills, with a customer-first mindset.
Proficiency in Microsoft Office Suite; experience with CRM or implementation tracking tools a plus.
Ability to work independently and collaboratively in a fast-paced environment.
Remote work only; no travel required.
Education Qualifications
H.S. Diploma or General Education Degree (GED) required
Bachelor’s Degree in Arts/Sciences (BA/BS) Business, Healthcare Administration, or related field preferred preferred
Experience Qualifications
0-2 years Experience in healthcare operations, benefits administration, or client onboarding preferred
The estimated salary range for this position is $23.00USD to $25.00USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
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Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.