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Webster is a leading commercial bank that delivers financial solutions to business, individuals, families and partners.
Senior Associate, Client Onboarding – Implementation
Location
Wisconsin
Posted
99 days ago
Salary
$23 - $25 / hour
Seniority
Senior
Job Description
Senior Associate, Client Onboarding – Implementation
Webster Bank
• 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.
Job 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
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