“Working as a Senior Client Service Associate at TFC offers the unique opportunity to build deep, meaningful relationships with clients while contributing to their long-term financial success. The dynamic environment and collaborative culture foster continuous learning and professional growth, making each day both challenging and rewarding.”
Kyle Coté joined TFC in May of 2024 as a Senior Client Service Associate. He assists TFC’s advisors in general account administration, executing cash transactions and asset transfers, and general client requests. He also works closely with the operations team to generate reports, run audits and maintain systems.
Prior to his client service role at TFC, Kyle worked at a large RIA as a Wealth Management Specialist focusing on both client service and trading at the firm. He also completed a prestigious internship with the Federal Reserve Bank of Boston in their Supervision, Regulation and Credit department.
Kyle is a graduate of the University of Massachusetts Boston, where he received a Bachelor’s Degree in Economics and Environmental Science.
Kyle resides on the North Shore with his dog, Mac. He enjoys hiking, yoga and traveling. When at home he enjoys getting creative in the kitchen and cooking for friends and family.
