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Boston Financial Customer Service Representative Jobs

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30+ days ago

Customer Support Quality Control Associate I

Boston Financial Quincy, MA

The Quality Control Representative interacts with shareholders, brokers and dealers to provide a quality customer experience by responding with a… Boston Financial

30+ days ago

Customer Support Representative

Boston Financial Quincy, MA

These are excellent, entry-level opportunities that will have you professionally interacting with existing clients, brokers and dealers. You will be… Boston Financial

Boston Financial Reviews

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Recommend to a friend
Approve of CEO
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Terry L. Metzger
47 Ratings
  • Mutual Fund/Corporate Securities Representative

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Neutral Outlook
    No opinion of CEO

    I have been working at Boston Financial full-time


    Great entry level program. Prior customer service and call center experience is beneficial. Training does thorough job of teaching mutual fund industry basics.


    Goals are unclear at times, large disconnect between senior management and frontline employees. Pay is decent, but stagnant. Many opportunities to advance, but not much direction in how to do so.

    Advice to Management

    Look at the individuals being brought in, listen to their feedback and ideas, remember that they may know things you don't about how business is going.

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