Support Associate jobs

Job Description:

Job Description:
This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product(s), processes, and inherent risks of a product, business or function to analyze and substantiate Profit and Loss (P&L) attributes and balance sheets, establish infrastructure for new products, and approve ledger journal entries.

The Chief Financial Officer (CFO) Group

Responsibilities:

• Prepares and analyzes balance sheets and Profit and Loss (P&L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial products, market risk profiles, and risk mitigation techniques and strategies
• Supports the development of strategic and annual planning and implementation, performing profitability analysis, forecasting, and financial reporting for a product or general ledger account type
• Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&L) activities
• Partners closely with the front office, Operations, and Technology to define business finance processes and implement related technology solutions
• Supports delivering, designing, maintaining, and enhancing Value at Risk Back-Testing (VBT) data and Management Information System (MIS) processes that may impact multiple product control businesses
• Analyzes regulatory matters, such as the Comprehensive Capital Analysis and Review (CCAR) and Recovery and Resolutions Plans (RRP), to assess risk modeling practices within the bank
• Oversight on the official daily P&L explain, P&L substantiation to market events, significant transaction review and its provision for VaR backtesting and other downstream

• Monthly Independent Price verification on both Derivatives and securities positions. Have a basic understanding and knowledge of financial models,
• Calculation of the Valuation adjustment – Validation of appropriate application and use of models for books & records.
• Maintaining/updating valuation adjustment & IPV Desk Level Procedures (DLP)
• Preparation monthly & quarterly revenue and balance sheet commentary to senior managers and regulators
• Regulatory capital disclosures, Price Testing, Sector analysis, Stress Test and Forecasting.
• Volcker/Capital related validation activities such as Volcker balance sheet review, validation of Volcker and Capital attributes for books to ensure compliance with enterprise guidelines
• Partner with Trading Desk, Trade Support, Operations, ECM and other partners on business support including new product review, accounting assessment, issue resolution
• Coordination of the monthly close process and quarterly financial reporting requirements
• Working on initiatives to simplify/automate manual processes

Required Qualifications:

• 5+ years hands on experience in Product Control or Finance group
• BS/BA Degree required (Finance, Accounting preferred)
• Global Markets experience
• Global Rates market knowledge – familiarity with a broad range of asset classes
• Derivatives product and valuation knowledge – consisting of technical expertise of models used to reprice complex transactions
• Advanced experience skills with Excel and complex spreadsheets
• Control focused, analytical, team oriented, comfortable with complex products
• Excellent organizational, communication, and relationship management skill
• Proven analytical skills including data reconciliation and interpretation.
• Ability to identify and deliver process improvements.
• Good business partnering skills

Desired Qualifications:

• Fixed income or derivative experience
• Inquisitive, willing to challenge the status quo and strive to improve processes

Skills:

• Analytical Thinking
• Attention to Detail
• Financial Accounting
• Financial Management
• Reporting
• Business Analytics
• Data Quality Management
• Financial Processing
• Price Verification and Valuation
• Scenario Planning and Analysis
• Business Acumen
• Critical Thinking
• Influence
• Prioritization
• Problem Solving

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

• Enablement of the TAC teams - Assist with both ad hoc Q&A and structured training throughout the year

• Ownership of critical issues. This doesn’t always mean being responsible for the case, the focus is on the technical driver of the case the customer calls about. This usually means working with the TAC case owner and engineering on a replication or verification, sending guidelines and communicating updates

• New product development - combine the responsibility of continuing our state-of-the-art technical knowledge and skills learned from prior technical support, an Enablement engineer will identify supportability and usability requirements for new products during the design phase as well as post GA via enhancement requests

• Develop and deliver training materials for TAC. Training is a key component of the day-to-day success of support. An Enablement engineer is responsible for staying up to date with technical details on Palo Alto Networks new products and industry in general and sharing those details with TAC via white papers, BBLs, or TOIs

• Develop tools for TAC – For better visibility and troubleshooting

• Filling in the gaps. Sometimes there are opportunities to “catch” a problem before it escalates. Our team is positioned to identify or help in these unplanned projects that result in a better customer experience, cost reduction or better security

Your Experience

• Experience: 7+ years in support roles, working directly with large global customers and partners in addition to internal teams (such as DevOps, Engineering, QA, Product managers..)

• Experience as an Enablement Engineer or an Escalations Engineer is a plus

• Experience working with Public Cloud provider technologies and services (AWS, Azure, GCP, OCI, Alibaba, etc..).

• Excellent written and verbal communication skills

• Scripting skills (JS/Python/Powershell)

• Strong proficiency in both Linux and Windows operating systems

• Kubernetes implementation and troubleshooting experience is required

• Experience training internal technical teams is a plus

You’ll be involved in implementing new products, transitioning from old products to new, and fixing integrations and critical issues as they are raised — in fact, you’ll seek them out to ensure our clients are safely supported. We fix and identify technical problems, with a pointed focus on providing the best customer support in the industry.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $123200 - $199100/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Career

As a Senior Technical Support Engineer, you will engage directly with our valued customers to address intricate post-sales concerns. Your role involves in-depth evaluation of multifaceted scenarios, employing critical thinking to understand methods, techniques, and evaluation criteria for obtaining results. Networking with key contacts beyond your domain of expertise will be routine, and your knack for explaining complex technical issues to both technical and non-technical professionals will be a strong asset.

Under Focused Services, you will be a designated customer advocate who will assist in providing tailored support, weekly reviews, root cause analysis for critical issues, release review and upgrade planning, and a quarterly business review. You will provide personalized support and become deeply familiar with your implementation and business priorities to proactively drive best practices and help you continuously improve your security posture.

You will actively contribute to technical discussions within cross-functional teams, fostering transparency that drives product improvement, enriches work environments, and enhances cybersecurity. Your prompt support for our clients ensures swift resolution to keep their environments secure. This requires you to move swiftly and thoughtfully, providing technical assistance even in high-pressure situations.

Your Impact

• Offer technical support to customers and partners
• Effectively manage support cases from recording to resolution, including timely follow-ups
• Conduct fault isolation and root cause analysis for technical issues
• Author Technical Support Bulletins and other technical documentation in the Knowledge Base
• Review technical content for training, marketing, manuals, and troubleshooting guides
• Travel to customer sites for critical situations, expediting resolutions as needed
• Provide configurations, troubleshooting, and best practices to customers
• Collaborate with the Engineering team to influence product operability
• Participate in weekend on-call rotation and provide after-hours support as required
• Communicate complex technical issues effectively to internal and external stakeholders
• Provide support that includes mandatory weekend, holiday shift work and on-call support. Support includes a blend of as-needed and rotational coverage, which is subject to change.

Your Experience

• Previous experience in at least one customer-facing technical support position as Senior Support Engineer or as Escalations Engineer
• Proficiency with Windows OS, Linux OS, iOS, Android OS, and macOS applications (Installation, troubleshooting, debugging), along with deployment tools (SCCM, GPO, AD, JAMF)
• Analytical troubleshooting skills in Linux, displaying problem-solving abilities
• Strong proficiency in software and infrastructure troubleshooting, testing, and debugging
• Independent troubleshooting ability in diverse, complex environments with mixed applications and protocols
• Familiarity with Internet-based technologies including DNS, Security, IP Routing, SSH, FTP, HTTP/HTTPS, Email Routing
• Familiarity with SOAR platforms - writing new and expanding new playbooks using automation and scripting tools.
• Knowledge of IP network technologies and performance monitoring/troubleshooting software tools (Datadog, Cloud Watch - advantageous)
• Intermediate knowledge of SIEM tools for parsing, correlation, data modeling, and dashboards
• Exposure to SIEM, vulnerability management tools, and firewalls
• Experience working in a collaborative, 24x7 uptime environment with on-call responsibilities
• Comfortable collaborating across diverse cross-functional teams with open communication
• Previous experience in a customer-facing technical support role (Support Engineer) - advantageous
• Fundamental understanding of Kubernetes, GCP, and AWS for troubleshooting cloud agent deployment and data extraction
• Basic scripting knowledge (JS/Python/PowerShell, SQL/XDL/SPL) to troubleshoot playbooks and extract data from various datasets (advantageous)
• A bachelor's degree in computer science or related discipline or equivalent military experience required (advantageous)

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $108,000/YR - $162,000YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

• FINRA Securities Industry Essentials (SIE), Series 7 & 66 (or combination of BOTH 63 & 65)

• Displays advanced industry knowledge and understanding of investment products

Desired Qualifications:

• Previous wealth management client associate experience strongly preferred

• Energetic individual that is self-motivated, coachable and flexible in thought

• Enjoys a fast-paced environment with changing and evolving responsibilities

• Detail oriented

• Invested in personal development

• Consistently pursues client experience excellence

• Works quickly to fulfill client needs, delivering complex solutions

• Frequent communication and an abundance of discretion with sensitive information

• Microsoft Word, Excel and PowerPoint experience with Salesforce a plus

• Professional verbal and written communication​​

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications