Client Service Associate - Symphony Wealth Group

Join Advancial Federal Credit Union as a Teller and become a pivotal part of our mission to deliver exceptional customer service and innovative financial solutions to our members. We are proud to be recognized as a Best Company to Work for in Texas and a Best and Brightest Company nationally, which reflects our commitment to our employees and their careers. As a Teller, you will serve as a vital liaison between our members and the Credit Union, ensuring that their daily financial needs are met efficiently. This position involves processing routine transactions, such as deposits, withdrawals, and loan payments, while also promoting a variety of credit union products and services. Key Responsibilities: Cross-sell a wide array of credit union products, including loan and deposit services. Accurately process member transactions, including cash handling and account management. Open new accounts and ensure compliance with policies regarding member eligibility and account procedures. Handle member inquiries and resolve any concerns with professionalism and care. Maintain accurate records and bank documentation, balancing cash drawers at the end of each shift. This exciting opportunity is based at our Richardson Branch, and we look forward to welcoming a dedicated and motivated individual to our team! The salary range for this position is $16.15/hr. - $20.19/hr. and based on relevant experience. Requirements Qualifications: To excel in the role of Teller, candidates should have: A high school diploma or equivalent. At least 6 months of related experience and/or training in a customer service or financial environment. Strong communication skills and a service-oriented approach. The ability to handle multiple tasks efficiently and maintain accuracy under pressure. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer, committed to diversity and inclusion in the workplace. Benefits EDUCATION and/or EXPERIENCE High School diploma or equivalent; and 6 months related experience and/or training. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.   Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

We are seeking a dedicated and detail-oriented Trust and Billing Specialist to join our Accounting Team. In this role, you will be responsible for administering client trust accounts, ensuring accurate and timely billing, and assisting with cash posting of client payments. If you have a passion for financial accuracy and client communication, we’d love to hear from you! ABOUT US Miller Nash is an established firm with both strong traditions and modern sensibilities. Although our roots in the Pacific Northwest go back more than a century, we pride ourselves on being creative thinkers who are committed to serving our clients, our community, and each other in smart and innovative ways. Our attorneys and staff enjoy collaborating with one another, and it shows. Candidates and new members of our team often tell us that they are most impressed by the genuine collegiality and caring at our firm. Learn more about us: https://www.millernash.com/about-us THE POSITION The Trust and Billing Specialist will work under the guidance of our Billing and Collection Manager to ensure trust and billing processes are both accurate and timely. Daily activities include: • Trust Administration: Administering client trust funds according to rules governing Interest on Lawyer’s Trust Accounts (IOLTA) and other state bar regulations. • Billing Coordination: Overseeing the setup of legal matters, rates, and compliance with billing requirements, including e-billing where applicable. • Client Support: Partnering with attorneys and legal assistants to manage client accounts, from initial billing to monitoring unbilled work and accounts receivable. • Operational Tasks: Distributing prebills, completing billing for designated clients, ensuring adherence to client agreements, and managing invoice submissions for e-billing clients. What we are looking for: • Adaptability & Teamwork: A proactive approach to work within our client-service centric culture, adept at navigating a dynamic, deadline-driven setting. • Communication & Professionalism: Strong communication skills, both written and oral, to effectively interact with a wide range of personalities within the firm and externally. • Technical Proficiency: Proficiency in Microsoft Word and Excel; experience with accounting software is essential. Additional points for familiarity with Elite Enterprise or Aderant. Qualifications: • Experience: Minimum of three years in a trust, billing, or accounts payable role, preferably within a law firm. • Skills: Exceptional organizational skills, meticulous attention to detail, and the ability to work both independently and as part of a team. WHY JOIN US Impactful Work: Your role is pivotal in maintaining our firm's reputation for excellence in client service. The Benefits: To view benefits information, please visit our Professional Staff Benefits page (https://www.millernash.com/professional-staff) The Location: This position is Portland based and is primarily remote, though in-office work may be required. The in-office schedule will be determined by the Billing and Collections Manager. When working on site in our physical office, this position will work at 1140 SW Washington Street in the 11W building. This newly completed, 25-story mixed-use tower features curated ground-floor retail and convenient underground parking. Situated in the West End Security District, the property benefits from exceptional private security and maintenance services. INTERESTED? If you meet these qualifications and are excited about this opportunity, please apply here: https://recruiting.ultipro.com/MIL1011MN/JobBoard/676ef72e-66a1-428d-a07d-8adbe974caa7/Opportunity/OpportunityDetail?opportunityId=a38ef68d-dca3-4c05-a3a9-b5c243f99494 Cover letter and resume must be included with your application to be considered as a candidate. EQUAL EMPLOYMENT OPPORTUNITY All employment decisions, including the recruiting, hiring, placement, training availability, promotion, compensation, evaluation, disciplinary actions, and termination of employment (if necessary) are made without regard to the employee’s race, color, creed, religion, sex, pregnancy or childbirth, personal appearance, family responsibilities, sexual orientation, gender identity, political affiliation, source of income, place of residence, national or ethnic origin, ancestry, age, marital status, military veteran status, unfavorable discharge from military service, physical or mental disability, or on any other basis prohibited by applicable law. CLOSING STATEMENT The www.millernash.com job postings and HR mailbox are for candidates only. If you are a recruiter, search firm, or employment agency, and do not have a signed contract with Miller Nash LLP (MN) and have not been asked specifically to submit candidates, you will not be compensated in any way for your referral of a candidate even if MN hires the candidate. Direct contact with MN employees in an attempt to present candidates is inappropriate and will be a factor in determining any future professional relationship with the Firm.

Helpshift bridges the disconnect between conventional customer service channels — such as email and phone support — and a growing consumer base that does more on mobile phones with a strong preference for messaging as the primary mode of communication. Through Helpshift’s AI-powered customer service platform, companies can resolve issues more efficiently, boosting customer satisfaction in the process. Companies such as Activision, Brex, Coupons.com, Electronic Arts, Supercell, Tencent, Zynga and hundreds of other leading brands use the Helpshift platform to provide messaging-first customer support. Helpshift is installed on over two billion devices worldwide and serves more than 820 million active consumers monthly.    We are looking for a Customer Success Manager to work with our West coast based customers. In this role, you will be working with customers in the US, among other places.    You’ll have the opportunity to work with today’s leading B2C brands, as they begin their journey to provide the customer support experience that their customers want and need. We are looking for self-starters, with a bias toward action that can clearly articulate their data-centric points of view and effect experiential change, to join us in revolutionizing customer relations. If you are excited to learn more about cutting edge technology including mobile-first asynchronous messaging, Bots, and AI, we’re the Customer Success team for you!   Responsibilities:  You will build strong executive and business user relationships with Helpshift’s customers.  You’ll have the opportunity to work with a global CSM team and collaborate across North America, EMEA and APAC.  You'll partner with Account Managers on value creation to successfully renew and grow the customer.  You will work with customers to establish critical goals, or other key performance indicators that aid them in achieving their goals, increasing renewals and reducing churn.  You will be the Helpshift product expert from the business user perspective, becoming a trusted, strategic advisor for your customers.  You will develop and present quarterly business review data to your customers and prepare post-meeting reports.  You will serve as your customer’s advocate throughout the duration of the contract lifecycle, from successful completion of the onboarding process to the identification and development of upsell opportunities.  You will communicate your technical knowledge of Helpshift’s platform educating clients on best practices regarding SDK configurations and internal Dashboard setup.  You will advocate for customer needs cross-departmentally and manage issue escalation to the development team as needed.  You will manage several projects and customers at one time, responding as needed to high priority client inquiries throughout the day, evening, and weekend when necessary.    Requirements:    You have 3+ years' experience helping Enterprise and Mid-Market customers reach their goals, while surpassing your teams’ measures of success in the process  You adapt quickly and thrive in a fast-paced, growing, and deadline-driven environments where flexibility and teamwork are critical  You’re able to navigate an Enterprise organization’s political landscape to develop and expand relationships at all levels while driving large-scale, highly visible, strategic initiatives for customers  You have seamlessly supported 30-40 Mid-Market and Enterprise customers at a time  Bonus points for a master's degree or equivalent experience  Phases of our recruitment journey: You send us your application with your updated resume and application form. After reviewing your candidacy, we’ll invite you for the online Interview via MS Teams with one of our Talent Acquisition Specialists and Hiring Manager. It’s a perfect chance to exchange questions and get to know each other better. There might be also an additional stage interview. At the end of our journey - hopefully you will receive an offer! Our recruitment process is fully online and remote. We value each application and review every candidate individually. Our recruitment team will get back to you as soon as they can to inform you about the status of your candidacy. If you're interested in joining our team, we highly encourage you to apply. 😊 That would be it from us - now we are waiting for your move! #imaginemore Privacy policy: By providing your information in this application, you understand that we will collect and process your information in accordance with our Applicant Privacy Notice. For more information, please see our Applicant Privacy Notice at https://www.keywordsstudios.com/en/applicant-privacy-notice.

THE POSITION The Clerk's Office of the United States District Court for the District of Oregon is now accepting applications for the position of Financial Specialist II in the Portland Division. As a member of the finance team, the Financial Specialist II performs and coordinates administrative, technical and professional work related to financial, accounting, and budgetary activities for the Court, including ensuring compliance with the appropriate guidelines, policies, and internal controls. Responsibilities also include preparing, updating, and analyzing a variety of accounting records, financial statements, and reports; overseeing and assisting with accounts payable and accounts receivable activities; assisting with budget preparation; assisting with internal reviews; providing recommendations to improve procedures; and assisting with local policy development on financial matters. The incumbent may lead the work of financial technicians or administrative support staff; however, responsibilities do not involve formal supervisory duties. Representative Duties: Responsibilities of this position may include but are not limited to the following: • Assists with the formulation, evaluation, and implementation of policies, procedures, and protocols related to financial operations and budgetary execution throughout the court/office. • Performs reviews to ensure that the Court is in compliance with the Guide to Judiciary Policy, internal controls, and generally accepted accounting principles. Prepares documents to identify findings and develop written recommendations for changes. • Maintains, reconciles, and analyzes accounting records, consisting of a cash receipts journal, registry fund, and deposit fund, as well as subsidiary ledgers for allotments and other fiscal records. • Performs and/or reviews accounts payable and receivable functions, ensuring the accuracy and accountability of funds received and disbursed by the Court. Evaluates vouchers to determine whether court-related expenses are appropriate for payment. • Prepares, updates, examines, and analyzes a variety of regular and non-standard reports as requested by any court unit, Administrative Office, U.S. Treasury, financial institutions, or other organizations/agencies. • Designs, develops, and maintains spreadsheet formats and programs for analyzing financial information for the Court. • Ensures that appropriate internal controls for disbursement, transfer, recording, and reporting of monies are followed. • Assists with monitoring daily fund balances, reprogramming, and transferring funds as necessary and appropriate. • Uses a wide variety of manual and automated accounting systems and cash management tools. • Assists and trains other court employees in the use of these systems and tools. • Other duties as assigned. SALARY RANGE This position is classified at CL 27 ($63,715 - $103,597) depending upon the qualifications and experience of the successful candidate. Pay is only part of the total compensation package you will receive while working for the federal Judiciary. We offer employees a diverse group of benefit programs and family friendly flexibilities to meet the needs of you and your family. Please check out our comprehensive Employee Benefits Link that includes extensive health insurance plans to choose from, a defined contribution retirement savings plan with up to 5% matching, Federal Employees Retirement System (FERS) pension, generous paid time off, and much more. QUALIFICATIONS Minimum Qualifications: To qualify for a CL-27 classification level the incumbent must have two years of specialized experience. Specialized experience is progressively responsible experience in at least one but preferably two or more of the functional areas of financial management and administration such as budgeting, accounting, auditing, or financial reporting that provided a knowledge of rules, regulations, and terminology of financial administration. Or Completion of the requirements for a bachelor's degree from an accredited college or university and one of the following superior academic achievement requirements: • An overall “B” grade point average equaling 2.90 or better of a possible 4.0; • Standing in the upper third of the class; • “3.5” average or better in the major field of study, such as business or public administration, accounting, or finance; • Election to membership in Phi Beta Kappa, Sigma XI, or one of the National Honorary Scholastic Societies meeting the minimum requirements of the Association of College Honor Societies, other than Freshman Honor Societies; or • Completion of one academic year (18 semester or 27 quarter hours) of graduate study in an accredited university in business or public administration, political science, criminal justice, law, or other fields closely related to the subject matter of the position. Desired Qualifications: In addition to the minimum qualifications, the following qualifications are highly preferred but not required: • Completion of a bachelor’s degree from an accredited four-year college or university with a degree related to accounting, finance, or other fields closely related to the subject matter of the position. • Three or more years of specialized experience. Candidates must also demonstrate: • A consistent past employment record; • Experience in dealing with routine and complex assignments; • Excellent typing and proofreading skills; • A demonstrated ability to think through, analyze, and interpret written communications; • Ability to prioritize tasks and work assignments; • Superior oral and written communication skills; • Strong interpersonal skills; and • A professional demeanor and appearance appropriate for a law or professional office environment. HOW TO APPLY To apply, submit the following: 1. Federal Judicial Branch Application for Employment (AO 78); This position requires a 5-year background investigation with 5-year periodic updates. Applicants must complete the Background Information questions 18, 19, and 20 on page 5 of the application; 2. Letter of interest; 3. Chronological resume; and 4. A list of 3 professional references. Send electronically to hr2@ord.uscourts.gov in pdf form. Electronic submissions should be combined into one pdf document. These items should arrive at the Court no later than 4:30 p.m. on September 30, 2025. Application forms are available on the Court's website at www.ord.uscourts.gov in fillable format. Please type or print all information and sign and date forms where indicated. Incomplete packets and those submitted after the deadline date will not be considered. Verification of employment, education, and reference checks will be made prior to any offer of employment. The Court provides reasonable accommodation to applicants with disabilities. If you need reasonable accommodation for any part of the application or hiring process, please notify the Human Resources Division of the Clerk's Office at 503-326-8165. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. CONDITIONS OF EMPLOYMENT • Applicants must be United States citizens or lawful permanent residents currently seeking citizenship or intending to become a citizen after meeting the eligibility requirement as outlined in 8 U.S.C § 1324b(a)(3)(B). • False statements or omissions of information on any application materials or the inability to meet conditions of employment may be grounds for non-selection, withdrawal of an offer of employment, or dismissal after being employed. • All information is subject to verification and background investigation. • An FBI background check is required for all individuals appointed to positions in the U.S. Courts. New employees are considered "provisional hires" pending the successful completion of the FBI background check. • Employees of the United States Courts serve under "Excepted Appointments" and are considered "at will" employees. As such, employment can be terminated at any time. Furthermore, Federal Civil Service classifications do not apply. • Duty station assignments are at the sole discretion of the appointing officer. • Employees are subject to mandatory participation in electronic funds transfer (EFT) for payment of net pay (i.e., Direct Deposit). (Limited exceptions are available upon request.) • The Court reserves the right to modify the conditions of posted job announcements or to withdraw an announcement entirely, either of which may occur without prior written or other notice. • In the event a position becomes vacant in a similar classification within a reasonable time from the original announcement, the appointing officer may select an appointee from the candidates who responded to the initial announcement without posting the vacancy. The United States District Court for the District of Oregon is an Equity Focused Employer. We encourage applications from all qualified applicants and seek a diverse pool of applicants.

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.   At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.   We invite you to learn more about this position and what Advancial has to offer by completing our online application.  This position is located in our Frisco Branch.    Serves as liaison between member and the Credit Union.  Provides account information, opens new accounts, handles member's daily credit union needs.  Performs routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing.  Interviews loan applicants and processes applications.  Gathers background information and analyzes credit history.    ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Other duties may be assigned.   Cross-sells a wide array of credit union products including loan products, deposit products, and electronic services such as CUAnywhere and online banking.     Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.    Cashes checks and pays out money after verification of signatures and member balances.  Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures. Receives and applies payments to Advancial loans, credit card payments and cash advances. Enters customers’ transactions into computer to record transactions and issues computer generated receipts. Maintains thorough knowledge of loan products for effective cross-selling.  Actively assists in loan process such as pulling credit reports, and ensures loan agreements are complete and accurate according to policy.  This includes data entry of member information into Credit Union system as required.  Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products.    Balances currency, coin and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Processes loans and responds to loan questions. Opens new accounts including;  checking, certificates, money markets and IRA accounts.  Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts.  Processes check orders for members. Responsible for correcting all new account exceptions or transactional errors under Teller Number. Provides account information and handle member's daily credit union needs.  Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc.  This includes researching and resolving member concerns. Processes and balances bond redemptions when necessary. Prepares daily checks received for deposit.  This includes balancing, scanning checks, posting general ledgers. Makes copies and files correspondence and other records on a daily basis. Performs miscellaneous duties such as assisting in monitoring supplies and end of day and end of month audit procedures. Opens and closes the branch as needed. The range for this position is $18.12- $22.66/hr. and is based on experience.  Requirements EDUCATION and/or EXPERIENCE High School diploma or equivalent; with one year related experience and/or training; or equivalent combination of education and experience. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.   Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

Job Summary Marbill Management is a small real estate development company with office operating in San Francisco for 27+ years. We are looking for a Junior Accountant to maintain our back-end accounting for our real estate development entities, non-profit school and the family business. This is an onsite role. The Junior Accountant is responsible for handling various accounting functions including accounts payable, billing and collections, general ledger, payroll processing, reconciliations, analysis, budget, and financial reporting. The ideal candidate is highly organized, meets deadlines, works independently, and efficiently manages multiple tasks across finance and accounting functions. This position reports to the Accounting & Office Manager. CRITICAL TASKS: Accounts Payable. Process vendor invoices, expense reimbursements and A/P payments in compliance with Company policy. Assist in picking up mail, monitoring the A/P mailbox, including researching and resolving vendor/employee inquiries. Credit Card Payable. Download credit card statements, classify and key transactions into Quickbooks. Accounts Receivable. Manage billing and collections. Assist in picking up mail, monitoring the A/R mailbox, including researching and resolving customer inquiries. Draft donation letters and generate tuition receipts. Payroll. Provides support in processing and submitting employee payroll data within the required deadline. Verify that all Payroll changes have the required approval and are in compliance with Company policies. Prepare and calculate manual checks for termination pay, bonus and other payroll payments. Respond to employee questions as needed. General Ledger. Create and enter journal entries into Quickbooks for month-end and year-end close. Month-End Close and Reconciliation. Provide support to the month-end close process for all assigned accounts, including completing the bank and account reconciliation of assigned accounts within the required timeframe. Reporting. Prepare and maintain standard and ad hoc reports. Maintain the appropriate security for all confidential information. Budget. Assist Accounting & Office Manager with monthly and annual budgets. Family Business. Assist with credit card disputes, medical inquiries, auto and home loan inquiries, household employees’ questions, house maintenance coordination and other tasks as they arise. Others. Provide additional support to the accounting team as needed. Assist with the tax coordination, insurance renewal and audit, business registrations and fillings. Scan and download documents. Work on special projects as required. Basic Qualifications: Education Bachelor’s degree, with an emphasis in Accounting is preferred but not required Years of Experience 2-5 years’ experience in an accounting role, preferred Working knowledge of MS Word, Excel, Quickbooks Experience with Payroll System, preferred Desired Qualifications Accuracy and great attention to detail Ability to maintain utmost confidentiality Ability to work under time constraints and meet deadlines Excellent organizational, communication and follow-up skills High energy and self-motivated Interested in learning and developing in other areas of Accounting Physical Requirements: While performing the duties of this job, the employee is regularly required to be independently mobile. The employee is also required to interact with a computer and to communicate co-workers. Extended periods of time doing computer-based work. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.