This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Bill Pay Relationship Manager based in the United States.
This role offers an exciting opportunity to work closely with ultra-high-net-worth individuals and families, delivering premium bill pay, bookkeeping, and financial administration services. As a trusted relationship manager, you will oversee a portfolio of sophisticated client accounts, ensuring seamless transaction execution, accurate reporting, and exceptional service delivery. The position combines relationship management, financial operations, and strategic coordination, requiring close collaboration with advisors, clients, and internal stakeholders. You will play a critical role in designing tailored service models, managing complex financial workflows, and enhancing the overall client experience. This opportunity is ideal for professionals who thrive in high-touch environments and are passionate about delivering white-glove financial services with precision and discretion.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Bill Pay Relationship Manager based in the United States.
This role offers an exciting opportunity to work closely with ultra-high-net-worth individuals and families, delivering premium bill pay, bookkeeping, and financial administration services. As a trusted relationship manager, you will oversee a portfolio of sophisticated client accounts, ensuring seamless transaction execution, accurate reporting, and exceptional service delivery. The position combines relationship management, financial operations, and strategic coordination, requiring close collaboration with advisors, clients, and internal stakeholders. You will play a critical role in designing tailored service models, managing complex financial workflows, and enhancing the overall client experience. This opportunity is ideal for professionals who thrive in high-touch environments and are passionate about delivering white-glove financial services with precision and discretion.
Accountabilities:
- Manage a portfolio of approximately 10–15 high-net-worth and ultra-high-net-worth client relationships, serving as the primary point of contact for bill pay and bookkeeping services.
- Deliver exceptional client service through timely transaction processing, recurring reporting, and customized financial reporting requests.
- Partner with advisory teams to understand client needs and provide guidance on best practices related to accounts payable and financial administration services.
- Lead onboarding initiatives by collaborating with clients and internal stakeholders to establish efficient service structures and operational processes.
- Oversee bill payment activities and coordinate with external vendors and internal teams to ensure seamless execution.
- Provide oversight of bookkeeping activities, ensuring accurate reconciliations and maintenance of books and records for clients and related entities.
- Maintain accountability for service delivery standards and continuously seek opportunities to improve operational efficiency and client satisfaction.
- Collaborate across multiple teams to ensure consistent execution and a superior client experience.
- Bachelor's degree in Accounting, Finance, or a related field.
- 7–12 years of experience in bookkeeping, accounting, financial operations, or a related discipline.
- Proven experience supporting high-net-worth or ultra-high-net-worth clients in a client service or relationship management capacity.
- Strong understanding of accounts payable processes, bookkeeping practices, and financial reporting.
- Working knowledge of BILL.com and QuickBooks Online is strongly preferred.
- Exceptional written and verbal communication skills with the ability to build trusted relationships with sophisticated clients and stakeholders.
- High level of professionalism, integrity, and discretion when handling confidential financial information.
- Outstanding organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
- Strong attention to detail, problem-solving capabilities, and a proactive, continuous improvement mindset.
- Collaborative approach with the ability to work effectively across teams and functions.
- Competitive base salary ranging from $100,000 to $115,000 annually, based on experience and qualifications.
- Eligibility for discretionary performance-based bonus opportunities.
- Comprehensive healthcare coverage, including medical benefits.
- Retirement savings plan and additional financial wellness programs.
- Paid vacation, personal leave, and other paid time-off benefits.
- Opportunity to work with sophisticated clients in a highly collaborative and professional environment.
- Career growth and development opportunities within a leading financial services organization.
- Supportive culture focused on excellence, integrity, and long-term client relationships.