how can we help?
Could you benefit from a trusted financial advisor? One who’s committed to provide Advising Beyond Investing? We invite you to find out. To schedule an introductory meeting, just call 617-210-6700 and ask for Renée Kwok, our President, or send us an e-mail.
TFC Financial is conveniently located in the heart of Boston's Financial District: 260 Franklin Street, Suite 1888, at the corner of Oliver Street and adjacent to the Langham Hotel. We validate parking at the Post Office Square Parking Garage (see below).
260 Franklin StreetSuite 1888Boston, MA 02110
Main phone: 617-210-6700Main fax: 617-210-6750
www.tfcfinancial.comHours of operation:M-Th 8:30a-5:00p and Fr 8:30-4:00p
- Renée Kwok, CFP®
- President & CEO
- 617-210-6700 Contact
- Daniel S. Kern, CFA, CFP®
- Chief Investment Officer
- 617-210-6700 Contact
From Points South
From 93 North/US-1/MA-3N/Southeast Expressway North, take Exit 20B toward Boston. Merge onto Frontage Road via Exit 18 toward Mass. Ave./Roxbury. Stay straight to Atlantic Avenue. Turn left onto Pearl Street. At the third set of lights/Franklin Street intersection, the entrance to the garage will be immediately on your left. Walk towards the Langham Hotel east on Franklin Street for one block.
From Points North
From I-93 South, take MA-1A exit, Exit 24B-A, toward Airport/Government Center. Turn left Exit 24A to Callahan Tunnel. Turn slightly right. Take the 1st left onto Surface Road. Take right onto Broad Street. Left onto Franklin Street. Turn right at the corner of Pearl Street and the entrance to the garage will be immediately on your left. Walk towards the Langham Hotel east on Franklin Street for one block.
From Points West/Mass Pike (Interstate 90)
Follow the Massachusetts Turnpike (90 East) via ramp on left towards Boston. Take Exit 24A on left toward South Station. Keep left to take the ramp toward South Station. Merge onto Atlantic Avenue. Take left onto Pearl Street. At the third set of lights/Franklin Street intersection, the entrance to the garage will be immediately on your left. Walk towards the Langham Hotel east on Franklin Street for one block.
Client Service Associate
We are seeking a motivated, organized and detail oriented individual with a proactive approach to client service and problem solving. Must possess a "can do" attitude with strong written and communication skills. The ideal candidate must have the ability to multi-task, meet tight deadlines and work cooperatively in a team based environment. Primary responsibilities for this position include portfolio account administration, client meeting preparation, quarterly reporting, trade reconciliation, administrative and reception support.
Candidates must have at least 5 years of related client service experience and hold a bachelor's degree.
Resumes can be submitted to firstname.lastname@example.org
Learn what we mean by Advising Beyond Investing when you join us at TFC Financial.
We are proud to offer competitive salaries and comprehensive benefits while providing a supportive, collaborative, and entrepreneurial environment that cultivates professional growth.
Our vast network of colleagues encourages team members to form important professional relationships that endure throughout their careers.Click to see current positions>