Account Manager - HSA/TPA

Associated Bank

1d • $19 - $33

About The Position

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Role Summary The Client Services Specialist supports internal and external clients by delivering timely, high-quality service and resolving account-related inquiries. This role plays a key part in client retention and business growth by serving as a trusted point of contact and internal expert. You’ll gain exposure to a variety of benefits products and build strong relationships across the organization.

Requirements

• High School Diploma or equivalent
• 1+ years of customer service experience

Nice To Haves

• Bachelor’s Degree in Communications, Business, or related field
• 1+ years of experience in Insurance, HSA, or TPA environment

Responsibilities

• Support inbound client calls and manage a shared mailbox to resolve account holder inquiries.
• Resolve routine, sensitive, and urgent issues by serving as an internal expert and client advocate.
• Interpret policies, procedures, and regulations and communicate clearly to clients.
• Partner with internal teams to resolve issues and escalate concerns when appropriate.
• Organize workflow to meet service level expectations and maintain a no-backlog standard.
• Document all client interactions accurately in the client management system.
• Develop subject matter expertise in assigned product or service areas.

Benefits

• Retirement savings including both 401(k) and Pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
• Personal banking, loan, investment and insurance benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees