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Financial Associate Jobs in Boca Raton, FL (NOW HIRING)

Synovus

Financial Advisor Associate

Fort Lauderdale, FL · On-site

Identifies and cross-sells products and services appropriately aligned to clients long-term financial needs. Job Duties and Responsibilities * Manages the client experience for Wholesale clients with ...

Related

Associate, FP&A

West Palm Beach, FL · On-site

Responsibilities The FP&A Associate will support the Financial Planning & Analysis function in developing forward-looking financial information and analysis used to inform strategic and operational ...

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Associate, FP&A

West Palm Beach, FL

Responsibilities The FP&A Associate will support the Financial Planning & Analysis function in developing forward-looking financial information and analysis used to inform strategic and operational ...

Savaria

Financial Controller

Boynton Beach, FL · On-site

$110K - $130K/yr

Savaria employs 2,450 valued associates globally and has 11+ manufacturing facilities to reach markets in North America, Europe, Australia, and Asia . Job Summary The Financial Controller is a senior ...

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Financial Associate information

See Boca Raton, FL salary details

$28.9K

$66.8K

$131K

How much do financial associate jobs pay per year?

As of Jun 1, 2026, the average yearly pay for financial associate in Boca Raton, FL is $66,779.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $73,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges Financial Associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What does a Financial Associate do?

A Financial Associate assists with a range of financial tasks, including preparing financial reports, analyzing data, supporting budgeting processes, and helping manage investments or client portfolios. They often work under the supervision of senior financial professionals and may interact with clients to provide information or support. Financial Associates play a key role in ensuring the accuracy of financial records and supporting the strategic goals of their organization.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are the most commonly searched types of Financial jobs in Boca Raton, FL? The most popular types of Financial jobs in Boca Raton, FL are:
What are popular job titles related to Financial Associate jobs in Boca Raton, FL? For Financial Associate jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Boca Raton, FL look for? The top searched job categories for Financial Associate jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Financial Associate jobs? Cities near Boca Raton, FL with the most Financial Associate job openings:
Financial Associate jobs near you
Financial Advisor Associate

Financial Advisor Associate

Synovus

Fort Lauderdale, FL • On-site

Full-time

Posted 23 days ago

Synovus rating

8.8

Company rating: 8.8 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

11th of 141 rated banks

Job description

Job Summary
Partners with one or more Bankers to proactively grow and maintain all aspects of the client relationship while ensuring alignment with Wholesale Banking deposit gathering strategies. Provides a concierge experience and develops strong relationships with day-to-day contacts. Collaborates with internal partners including Treasury, Private Wealth and the Family Office to bring value to the client relationship. Ensures accurate execution of processes and serves as the knowledge center and central point of contact for Know Your Customer (KYC) and other regulatory requirements. Drives data integrity of client information source systems for accurate management and reporting of the overall client relationship. Manages deposit portfolio, provides account management and problem resolution to assigned high profile/high volume Wholesale Banking clients. Ensures client retention and proactive account management leading to client satisfaction, retention and additional revenue. Identifies and cross-sells products and services appropriately aligned to clients long-term financial needs.
Job Duties and Responsibilities
  • Manages the client experience for Wholesale clients with complex loan and deposit account structures. Delivers timely and accurate resolution Communicates clearly and can identify opportunities that can contribute to our clients business.
  • Builds relationships with clients through proactive contact including in-person and telephone conversations. Sets client expectations and follow through to resolves client issues and inquiries. Gages client satisfaction. Participates in client activities to reinforce the RA role as the primary contact for daily ongoing needs.
  • Educates the client on KYC Due Diligence, Beneficial Ownership Certification and other regulatory requirements while facilitating the receipt of documentation. Utilizes Wholesale Client Services resources to accurately establish and update client profiles based BSA/AML requirements.
  • Utilizes reporting to maintain data integrity and ensures compliance with regulatory and company requirements are met.
  • Uses project management skills to successfully onboard new clients and partners with Treasury Implementation to deliver a customer centric experience.
  • Maintains awareness of Bank products and recognizes opportunities for further discussions with clients. Acts as a liaison between bank partners.
  • Regularly communicates with Bankers and other product partners to keep the team aware of relationship activities. Adds value to the partnership through the utilization of Salesforce for accurate reporting of client contact information, calling, pipeline reporting and closed activity.
  • Understands loan structures and credit agreement language to assist clients with loan related questions. Works with Loan partners to execute payments, advances, Letter of Credit and loan research.
  • Remains current regarding Treasury products. Reaches out to product partners when a product needs has been identified. Engages product partners in the event of an complex product issue. Attends Treasury Management reviews and other calls as needed to enhance the relationship.
  • Understands risks associated with bank products and overdrafts. Escalates risk topics to appropriate manager. Waives fees (e.g., NSF, Wire) within established authority parameters and department procedures. Monitors client trends in deposit activity obtained through deposit reporting and alerts Banker or primary contact.
  • Opens, closes and maintains accounts. Updates relationship documents as needed due to customer changes or changes resulting from new regulations (e.g., beneficial owner form control prong or added due diligence). Reviews documents for accuracy and obtains all information to work toward minimal technical exceptions.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
  • Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education:
Bachelor's degree in Finance, Economics, Marketing, Communications or a related field, or an equivalent combination of education and experience
Minimum Experience:
One year as a WRA I; or 3 years of customer service experience in the financial services industry.
Required Knowledge, Skills, & Abilities:
  • Excellent analytical, time management and organizational skills
  • Ability to communicate effectively with potential, new, and established client groups
  • Strong oral and written communication skills
  • Proficient with Client Relationship Management (CRM) systems
  • Proficient with Microsoft Office Suite including Word, Excel and PowerPoint

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