Boston Financial Reviews

3.1
Rating Trends
Recommend to a friend
Approve of CEO
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Terry L. Metzger
39 Ratings
  • Systems Consultant

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Systems Consultant in Quincy, MA
    Current Employee - Systems Consultant in Quincy, MA

    I have been working at Boston Financial (More than 10 years)

    Recommends
    Neutral Outlook
    Approves of CEO
    Recommends
    Neutral Outlook
    Approves of CEO

    Pros

    Great coworkers. Positive Environment.

    Cons

    Hard to advance to the next level without going elsewhere and then coming back.

    Advice to Management

    Offer more career paths to reach higher levels.


Boston Financial Interviews

Interview Experience

Interview Experience

75%
18%
6%

Getting an Interview

Getting an Interview

73%
13%
6%

Interview Difficulty

2.4
Average

Interview Difficulty

Hard

Average

Easy
  1.  

    Mutual Funds/Corporate Securities Representative Interview

    Anonymous Interview Candidate in Lawrence, KS
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 6 weeksinterviewed at Boston Financial (Lawrence, KS) in January 2015.

    Interview

    First, you walk in and receive a temporary badge. The recruiting manager does introductions. Interview is with two people, usually managers or trainers. The questions are simple. It took a month to receive a call back and then training started two weeks later.

    Interview Questions

    • The questions were pretty easy. How would you describe yourself? What are your goals? Where do you see yourself in 2-5 years? Are you able to get a long with different age ranges...etc. Also, provide examples of each.   Answer Question

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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