Senior Associate, Client Onboarding/Implementation

HSA Bank, a division of Webster Bank, N.A. • Milwaukee, WI

1d • $23 - $25 • Remote

About The Position

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? Job Summary: As a Senior Associate on the HSA Bank Implementation team, you will manage a high volume of employer onboarding projects focused exclusively on Health Savings Account (HSA) products. You will guide clients in selecting appropriate enrollment and contribution methods, provide training on these processes, and offer support during the initial data loading phase. This remote-only role requires strong organizational and communication skills to ensure accurate setup and high client satisfaction.

Requirements

• 1+ years of experience in healthcare operations, benefits administration, or client onboarding preferred.
• High School Diploma/GED required; Associate’s or Bachelor’s degree in Business, Healthcare Administration, or related field preferred.
• 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.

Responsibilities

• Manage end-to-end onboarding for employer HSA plans, 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 execution.
• Provide proactive communication and status updates to employer clients and internal stakeholders.
• Ensure quality and consistency in client interactions through adherence to implementation protocols.

What This Job Offers

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