Description
Robert Half is partnering with a respected nonprofit organization seeking a Client Services Financial Manager to oversee financial management services for clients and support trust and estate accounting activities. This position combines financial stewardship, client advocacy, and fiduciary support to help ensure the financial well-being of individuals and families served by the organization.

Key Responsibilities

+ Manage client financial resources, including banking relationships, cash management, bill payment, budgeting, and account monitoring.

+ Oversee trust and estate accounting activities, maintaining accurate records, reconciliations, and documentation in compliance with fiduciary and regulatory requirements.

+ Prepare financial reports, accountings, and supporting schedules for clients, trustees, beneficiaries, courts, and other stakeholders as required.

+ Coordinate with attorneys, financial advisors, family members,...