“Being a member of the client service team at TFC is a job that is challenging in all the best ways. I am always working to do my best for our clients and my team. To me, my greatest success comes from knowing I can ease the burden of account administration for my clients.”
Rachel Harris joined TFC Financial Management in September 2017. As Senior Client Service Associate and Marketing Manager, she assists TFC’s advisory and investment teams in general account administration, executing cash transactions and asset transfers, and generating investment policy statements. She streamlined the firm’s new client onboarding process and works closely with new clients to make their transition as smooth as possible. Additionally, she maintains the firm’s marketing communications, materials, and website.
Prior to her client service role, Rachel interned at TFC in a variety of positions, including reception and administration. She has also spent 10 years at the Wellesley Recreation Department’s summer camp program as their camp director, where she oversaw a team of 25 counselors and handled the daily management of the camp.
Rachel is a graduate of Miami University in Oxford, Ohio, where she received a Bachelor of Arts degree in Trombone Performance and a Bachelor of Arts degree in Botany.
Rachel resides in the north of Boston with her cat, Stormy. She has a strong passion for music and has performed with many different ensembles, including the Metropolitan Wind Symphony and the New England Conservatory Trombone Choir. She also enjoys traveling to new countries and exploring different cultures. When not engaging in music or planning her next trip, you can find her active in the sports community around Boston, playing kickball, dodgeball and pickleball with her friends.
