Client Service Associate

The Client Service Associate provides support to a team of Relationship Managers and Client Specialists who manage a portfolio of client relationships. This position also serves as a liaison between the Client Service Team and the Operations team.

Client Specialist

The Client Specialist is responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships through meeting preparations, account servicing, portfolio management, and trade execution as directed by relationship managers. This position may also be responsible for providing financial solutions to existing and prospective clients by assessing their financial needs and offering services to help clients accomplish financial goals.

Relationship Manager

The Relationship Manager serves as the primary contact for clients and is responsible for delivering TTC's client promise and building strong individual, famil...