Elite Bill Pay & Client Experience Lead

Rockefeller Capital Management; Bridgeport (Montgomery County); On-site; USD 110,000 - 150,000; Full time

Job summary

Rockefeller Capital Management seeks a Senior Bill Pay Relationship Manager to oversee a portfolio of 10–15 UHNW client relationships, coordinating with Private Advisors to deliver accounts payable and bookkeeping services. You will be the primary contact for the Private Advisor team and clients, ensuring timely transactions, reconciliations, and premium reporting.

You will lead onboarding, collaborate with internal stakeholders, and supervise external vendors to maintain high‑quality client

Qualifications

• Experience serving high‑net‑worth or ultra‑high‑net‑worth clients.
• Ability to collaborate with multiple stakeholders to deliver client outcomes.
• Bachelor’s degree in accounting or a related field.
• 7–12 years of experience in bookkeeping or a related accounting discipline.

Responsibilities

• Deliver exceptional service to Private Advisors and clients, including timely transactions, reporting, and ad hoc custom reporting.
• Partner with Private Advisors to assess client needs and best practices for bill pay services.
• Collaborate with Private Advisor teams and clients to tailor service delivery to client nuances and ongo­ing experiences.
• Lead client onboarding with Private Advisors and internal stakeholders to design effective service structures.
• Oversee all bill pay activities, coordinating with vendors and internal teams for efficient processes.
• Provide transaction support and oversee bookkeeping resources to ensure accurate reconciliations.
• Maintain accountability for delivery of services, ensuring high-quality execution.

Skills

Communication

Attention to detail

Project coordination

Client service

Discretion

Education

Bachelor's degree in accounting

Tools

Bill.com

QuickBooks Online

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.

Position

The Senior Bill Pay Relationship Manager manages a portfolio of approximately 10–15 ultra-high-net-worth client relationships, working closely with Private Advisors to deliver comprehensive accounts payable and bookkeeping services. This role serves as the primary point of contact for both the Private Advisor team and the client, coordinating with internal Rockefeller teams to ensure timely execution of transactions, accurate reconciliations, and high-quality client reporting.

Responsibilities

• Deliver an exceptional level of service to Private Advisors and their clients, including timely execution of transactional activity, scheduled reporting, and ad hoc custom reporting
• Partner with Private Advisors to assess client needs and provide ongoing guidance and best practices related to bill pay services
• Collaborate closely with Private Advisor teams and clients to understand client-specific nuances and tailor service delivery to provide a consistently excellent client experience.
• Lead the client onboarding process by partnering with Private Advisors, clients, and internal stakeholders to design the most effective and efficient service structure to meet client needs.
• Oversee all bill pay activities, collaborating with external vendors and internal stakeholders to ensure efficient and seamless processes.
• Provide transaction support and oversight of bookkeeping resources to ensure accurate reconciliations and maintenance of books and records for clients and their related entities.
• Maintain overall accountability for the delivery of agreed-upon services, working closely with internal partners to ensure consistent and high-quality execution.
  
  
  

Qualifications

• Experience providing client service to high-net-worth or ultra-high-net-worth clients
• Demonstrated ability to collaborate effectively with multiple stakeholders to deliver client outcomes
• Bachelor’s degree in accounting or a related field
• 7–12 years of experience in bookkeeping or a related accounting discipline
  
  
  

Skills

• Excellent written and verbal communication skills
• Working knowledge of BILL.com and QuickBooks Online preferred
• Exceptional attention to detail
• High level of integrity, professionalism, and discretion when handling sensitive and confidential information
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Highly organized, motivated, and proactive, with a continuous improvement mindset
• Strong team orientation and ability to collaborate effectively
  
  
  

Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.