Senior Associate, Client Onboarding/Implementation

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Hiring Remotely in Milwaukee, WI
In-Office or Remote
Fintech • Consulting • Financial Services
The Role

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.  

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

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.

Key responsibilities for 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.

Key skills/experience qualifications for the role:

  • 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.

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.

 

#LI-BY1

#LI-REMOTE

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.

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The Company
HQ: Stamford, CT
4,708 Employees
Year Founded: 1935

What We Do

Webster is a leading commercial bank that delivers financial solutions to business, individuals, families and partners. With more than $60 billion in assets, we offer digital and traditional service delivery through our differentiated lines of business: Commercial Banking, Consumer Banking and HSA Bank, one of the country’s largest providers of employee benefits solutions.

Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity and affirmative action employers M/F/D/V. 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.

© 2021 Webster Financial Corporation. All rights reserved.
Webster Bank, the Webster Bank logo and the W symbol are trademarks of Webster Financial Corporation and Registered in the U.S. Patent and Trademark Office.

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