Account Transfer Operations Specialist; HSA Bulk Transfers Coordinator

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.

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.

• 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.

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)

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

• 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…