Bill Pay Relationship Manager - Philadelphia, PA - ROCKEFELLER CAPITAL MANAGEMENT

    ROCKEFELLER CAPITAL MANAGEMENT
    ROCKEFELLER CAPITAL MANAGEMENT Philadelphia, PA

    1 week ago

    Description

    Senior Bill Pay Relationship Manager

    Rockefeller Capital Management is a leading independent financial advisory services firm established in 2018.

    The Senior Bill Pay Relationship Manager oversees approximately 1015 ultra-high-net-worth client relationships providing comprehensive accounts payable and bookkeeping services.

    Responsibilities:

    • Deliver exceptional service to clients including timely execution of transactions, scheduled reporting, and custom reporting
    • Closely collaborate with Private Advisor teams and clients to understand client-specific nuances
    • Lead the client onboarding process by partnering with internal stakeholders to design effective service structures for clients
    • Oversight of all bill pay activities collaborating with external vendors and internal stakeholdersQualifications:

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