Boston Financial Reviews

3.3
81 Reviews
Rating Trends
Recommend to a friend
Approve of CEO
(no image)
Terry L. Metzger
36 Ratings
  • Customer Services

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Boston Financial full-time (More than 8 years)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Employees work hard. Management allows people to work from home when possible.

    Cons

    Senior management is disconnected from day to day operations and people. Could be better documentation on technology

    Advice to Management

    Need to be more engaged at associate level.

Boston Financial Interviews

Interview Experience

Interview Experience

78%
21%
0%

Getting an Interview

Getting an Interview

83%
10%
5%

Interview Difficulty

2.4
Average

Interview Difficulty

Hard

Average

Easy
  1.  

    Customer Service Representative Interview

    Anonymous Interview Candidate in Canton, MA
    Accepted Offer
    Positive Experience
    Easy Interview
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 2 weeksinterviewed at Boston Financial (Canton, MA) in October 2014.

    Interview

    Most hires come through a temporary placement agency Adecco. Interviews are conducted by the Adecco manager and mostly consist of gauging interest in the job and whether I would rather work on incoming phone lines or outgoing. There was a difference in hours as well and I wanted the full time position. The interview was with one other potential candidate in the room.

    Negotiation

    There really is not much to negotiate. There were two starting hourly rates one dollar apart. I got the higher. After that there is not much to negotiate.

Boston Financial Awards & Accolades

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Additional Info

Unlock Profile
Website www.bostonfinancial.com
Headquarters Quincy, MA
Size 1000 to 5000 Employees
Founded 1973
Type Company - Private
Industry Finance
Revenue $100 to $500 million (USD) per year

Boston Financial Data Services is not your ordinary bean counter. Established in 1973 as a 50/50 joint venture between State Street and DST Systems, the company performs shareholder accounting, transaction settlement, and recordkeeping services to approximately 110 US mutual fund companies. Other clients include insurance companies, banks, 401(k) retirement plans, and education savings plans. The company also provides outsourced services such as mail and cash processing, tax reporting, regulatory compliance, telephone servicing and support, and participant correspondence... More

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