Service Operations Support Specialist I

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

How you can make a difference

The Service Operations Support Team is responsible for processes related to the distribution of documents throughout the company using our Document Management System and handling of physical incoming and outgoing documents.

The Service Operations Support Specialist will perform key, daily transactional operations such as opening and logging items received, importing data into internal systems, routing documents using our Document Management System to multiple departments, assisting with quality assurance and other ancillary tasks. Ensures that each process is covered and completed within the expected time frame.

This role is on-site Monday-Friday in our beautiful Draper, UT office.

What you'll be doing

Process outgoing mail documents that members and employers have requested
• Process incoming mail documents from members, companies and partners
• Ensure that mail for other departments is delivered to their mailboxes (Finance, People Team, Executives, etc.)
• Scan and route documents through our Document Management System
• Close member HSA accounts through our Document Management System and CX
• Place stop payments on checks that have been returned to HealthEquity or that members or employers have requested
• Ensure accuracy with data entry into our systems through cross referencing and comparing system data sets
• Be able to multitask with multiple systems on high volume days
• Other duties as assigned

What you will need to be successful

• Being on-site is an essential part of this role
• Must be able to work during business hours
• 2 years previous experience in a professional office environment
• Strong Microsoft Excel, Word, and Outlook skills
• Highly motivated team player that is able to multitask through different systems
• Previous experience in healthcare account administration a plus
• Knowledge of IRS rules on contribution eligibility, limits, and tax implications is a plus
• Assisting HealthEquity to become more efficient or improve quality in daily systems or process is a must
• Experience withclerical processing preferred
• Accurate data entry / processing skills
• Strong time management skills
• Strong Organization skills
• Ability to work in a diverse, high volume, and sometimes stressful environment
• Overtime may be required depending on business need

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:

• Medical, dental, and vision
• HSA contribution and match
• Dependent care FSA match
• Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year
• Paid parental leave
• 401(k) match
• Personal and healthcare financial literacy programs
• Ongoing education& tuition assistance
• Gym and fitness reimbursement
• Wellness program incentives

HealthEquity has a vision that by2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more.

You belong at HealthEquity!

HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity - you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity's applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot's AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.

At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.

As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity.

HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.