Account Transfer Operations Specialist (HSA Bulk Transfers Coordinator)

Alegeus; Milwaukee (WI); Hybrid; USD 53,000 - 90,000; Full time

Benefits offered by this job

Flexible work environment

Competitive salaries, paid vacation, &

Robust professional development

Comprehensive health & wellness

Financial packages

Job summary

Alegeus is seeking a HSA Bulk Transfers Coordinator in Milwaukee, WI, with hybrid in-office requirements (25% in-office). The role focuses on managing asset transfers, ensuring accuracy, and delivering timely client satisfaction across employer groups and custodians.

The ideal candidate has 2+ years of experience, strong organizational and communication skills, and familiarity with project management methodologies.

Qualifications

• 2+ years of relevant professional experience preferred.
• Experience leading or speaking on behalf of teams or business initiatives is preferred.
• Exposure to project management methodologies such as Lean, Six Sigma, or PMBOK and experience supporting engagement initiatives are a plus.

Responsibilities

• Take ownership of high-impact HSA transfer projects, guiding them from initiation through completion while ensuring exceptional accuracy, service, and client satisfaction.
• Build trusted partnerships with employer groups and prior custodians, serving as a knowledgeable resource throughout the asset transfer process.
• Drive successful project outcomes by coordinating key milestones, tracking progress, and ensuring HSA assets are posted, reconciled, and available on schedule.
• Identify opportunities to improve processes, eliminate inefficiencies, and support automation initiatives that enhance the team’s effectiveness and customer experience.
• Manage priority support requests and internal ticket queues, ensuring timely resolution and adherence to service level commitments.
• Contribute to strategic client and departmental initiatives, helping expand engagement in HSA transfer programs and supporting organizational growth.

Skills

Highly organized

Analytical

Excellent communication

Relationship-building

Education

Relevant education or equivalent experience

Tools

Lean

Six Sigma

PMBOK

Job description

Do you want to shape the future of fintech and healthtech? Energized by challenges and inspired by bold goals? Ready to elevate your career alongside driven and talented colleagues? If that sounds like you, explore a career at Alegeus today.

Opportunity Happens Here

HSA Bulk Transfers Coordinator

Join our team at Alegeus, where you'll experience unmatched opportunity and a culture that cares deeply about succeeding together. As a HSA Bulk Transfers Coordinator, you'll play a critical role in ensuring the seamless transfer of Healthcare Savings Account assets, helping employer groups and participants experience accurate, timely, and successful transitions. Collaborate with dedicated colleagues, embrace a spirit of innovation, and build an enriching career with us.

OPPORTUNITY HAPPENS HERE — REALIZE YOURS

Alongside The Best And The Brightest, You Will Regularly

• Take ownership of high-impact HSA transfer projects, guiding them from initiation through completion while ensuring exceptional accuracy, service, and client satisfaction.
• Build trusted partnerships with employer groups and prior custodians, serving as a knowledgeable resource throughout the asset transfer process.
• Drive successful project outcomes by coordinating key milestones, tracking progress, and ensuring HSA assets are posted, reconciled, and available on schedule.
• Identify opportunities to improve processes, eliminate inefficiencies, and support automation initiatives that enhance the team’s effectiveness and customer experience.
• Manage priority support requests and internal ticket queues, ensuring timely resolution and adherence to service level commitments.
• Contribute to strategic client and departmental initiatives, helping expand engagement in HSA transfer programs and supporting organizational growth.

Essential Skills For Creating a Lasting Impact

Alegeus colleagues are known as problem-solvers, risk-takers, and innovative thinkers.

• Abilities: Highly organized, efficient, analytical, and action-oriented with excellent communication, prioritization, problem-solving, and relationship-building skills. Demonstrates initiative, collaborates effectively across teams, and uses data-driven decision-making to achieve results.
• Experience: 2+ years of relevant professional experience preferred. Experience leading or speaking on behalf of teams or business initiatives is preferred. Exposure to project management methodologies such as Lean, Six Sigma, or PMBOK and experience supporting engagement initiatives are a plus.
• Education: Relevant education and/or equivalent professional experience preferred.
• Location: 25% in-office hybrid (Boston, MA; Orlando, FL; Milwaukee, WI)

Because We Care, We Offer

• A flexible work environment
• Competitive salaries, paid vacation, and holidays
• Robust professional development programs
• Comprehensive health, wellness, and financial packages

SHARED AMBITION. INSPIRED FUTURE.

• People First. We pride ourselves in bringing talented people together and treating one another with care.
• Partner Powered. We are committed to empowering our partners, knowing our success is shared and we win as one.
• Always Advancing. We are driven by potential and relentlessly determined to achieve our goals.

I truly believe that people who are well-skilled and talented can go wherever they want in this company. We want to create the best place anyone has ever worked.

We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants.

The posted salary range reflects the minimum and maximum target for this position's compensation grade and represents a blended range across our three hub locations: Florida, Massachusetts, and Wisconsin. Within this range, individual compensation is determined based on a variety of factors, including but not limited to job-related skills, experience, and education. This range may also be adjusted based on geographic location and market conditions. In addition to base salary, total compensation may include bonuses, incentive plans, and a comprehensive benefits package.

Position Compensation Range

$53,000.00 - $90,400.00

Alegeus may use AI technology during candidate interviews. The uses include recording, note-taking, and summarizing candidate interviews. The information generated by the AI technology will be used by Alegeus during the hiring process. If you wish to opt out of having AI technology transcribe your interview, please notify your recruiter in advance of the interview. Otherwise, by agreeing to an interview with us, you consent to the use of AI technology during your interview.