Webster Bank

Senior Associate, Client Onboarding – Implementation

Webster Bank

full-time

Posted on:

Location Type: Remote

Location: Wisconsin • United States

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Salary

💰 $23 - $25 per hour

Job Level

Senior

About the role

  • 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.

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.
Benefits
  • In addition, this position is eligible for incentive compensation
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
healthcare operationsbenefits administrationclient onboardingproject trackingdata loadingenrollment methodscontribution methods
Soft Skills
organizational skillscommunication skillscustomer-first mindsetability to manage multiple projectsindependent workcollaborative work
Certifications
High School DiplomaGEDAssociate’s degreeBachelor’s degree