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Boston Financial Overview

Quincy, MA
1001 to 5000 employees
Company - Private
Unknown / Non-Applicable
Boston Financial Data Services, a 50/50 joint venture of State Street Corporation and DST Systems, Inc., provides comprehensive back office solutions for some of the most prestigious financial services firms in the country. Our services include: shareholder recordkeeping ... Read more

Mission: Our mission is to be the leading provider of innovative financial service solutions for our customers through motivated and skilled associates, value-added processes and continuous improvement while meeting Boston Financial’s business objectives.

Company Updates

  • Can you say "Ahhhhh!" Many associates in our two Massachusetts offices enjoyed free, 15 minute chair massages this week, organized by our Wellness Committee in partnership with our health plan partners.

  • One of the perks of working at Boston Financial is being able to volunteer up to 8 hours each year - on company time! In 2016, associates in our east locations logged more than 1,000 hours supporting local food pantries, soup kitchens, and schools.

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Boston Financial – Why Work For Us?

As a premier financial services outsourcing firm that provides asset management companies the freedom to focus on their customers and grow their businesses, Boston Financial prides itself on the knowledge and expertise of our associates. Our associates are our most valuable asset and contribute to making Boston Financial a great place to work.

We support our associates' need for work/life balance. A variety of work options from full-time to flex-time are available across our organization; and, in some areas, seasonal (summer) leaves are an option.

Individual development and promotion from within are major corporate initiatives, and we achieve both through an extensive in-house education and training program.

In our Midwest offices in Kansas City, MO and Lawrence, KS, our hiring and human resources departments closely collaborate with our parent company, DST.  DST also provides benefit and other programmatic support to our Boston Financial Midwest associates.

The way we treat our customers and each other, how we work together to get the job done – this is the foundation of our success.

Our corporate behavior is driven by our six corporate values:

Inspire Trust: We gain the confidence and trust of others through honesty, courage, integrity, and respect. We behave in the spirit of the Code of Business Conduct, and promote a “Speak Up” culture where individuals are encouraged to safely raise, discuss, and address issues and opportunities.

Teamwork: We build partnerships and work collaboratively with others – both inside and outside of the organization – to accomplish objectives and achieve goals. Communication at every level is more important than ever.

Continuous Improvement: We develop solutions to deliver great results, try new and different ways to address challenges, and identify opportunities to optimize resources, reduce expenses, and/or increase revenues.

Accountability: We honor our commitments, we take pride in our contributions towards the company’s goals and successes, and we act with a clear sense of personal responsibility for our decisions and actions.

Customer Focus: We collaborate and behave in ways that deliver an exceptional customer experience with high quality products and services. We will continue to focus energy on discovering, understanding, and meeting the needs of the customer in order to build trust and foster customer loyalty.

Develop Talent: It’s important that we develop people to help them meet their career goals and Boston Financial’s goals. We are committed to learning by identifying personal strengths and development needs, and encourage associates to reach their personal potential and continually enhance their contributions.

At Boston Financial we believe that investing in the development and growth of our associates and leaders will position us to maintain our edge in the industry and differentiate us from our competitors. Rapid changes in technology, regulatory requirements and labor markets make training an essential ingredient in our ability to offer competitive services to our clients and attract and retain talent at all levels of the organization.

Boston Financial’s Talent Development team is an internal training and consulting organization focused on providing associates at every level with tools necessary to create clear vision and strategy, initiate and lead effective change, and foster high-performance skills and practices that optimize associate satisfaction, performance, productivity, and support the company’s bottom-line objectives.

Our delivery methods include traditional classroom training, virtual instructor-led, blended learning, self-paced activities, and e-learning. New hire and specialist programs include experiential learning, online virtual support, reinforcement activities, knowledge checks, formal assessments and testing.

New Associate Training

Following company orientation, new associates enter a period of intensive training intended to help them understand the business and their important role within it. Training topics may include:

  • Industry & Product Knowledge
  • Compliance and Regulatory Training
  • Proprietary Systems Training
  • Customer Service Skills
  • Tax Reporting & Seasonal Training

Continuous Education and Development

We provide more than 200 continuing education courses that align with our associates’ personal development plans.

  • Mutual Fund Specialist Program
  • IRA Specialist Program
  • 529 Industry/Cross-training
  • Business Skills & Professional Development Workshops
  • Personal Computer Application Training
  • System Enhancement and Change Updates
  • Year-End Tax Reporting Refresher Training
  • Mandatory Compliance & Regulatory Training
  • Information Security Training
  • Performance Management Support
  • Career Development Planning

Beyond our own in-house development opportunities, Boston Financial actively supports enrollment in degree programs at local colleges and universities. We offer a tuition reimbursement program that supports associates in pursuing higher education opportunities.

Leadership & Management Development

In addition to our comprehensive list of professional development workshops, we offer leadership development for every level of manager and leader at Boston Financial.

  • New Manager Readiness
  • The First 90 Days - Manager Development Plan
  • Manager Success Series in partnership with the Corporate Executive Board
  • LEAD with Impact

At Boston Financial, we think it is important to share both our time and our financial resources with the communities in which we live and work.

This is why our benefits program includes:

  • An Associate Volunteer Program that gives one paid day off per calendar year for a corporate-sponsored or personal volunteer activity that takes place during your regularly scheduled workday
  • A Matching Gift Program that matches contributions made by eligible associates to qualified schools and charitable organizations

We offer associates a diverse range of opportunities to give time and treasure to support organizations in the places where we live and work, such as:

  • Donating blood at a workplace blood drive for the American Red Cross
  • Managing on-site gardens to grow fresh product for local food pantries
  • Serving as a Big Brother or Big Sister through special on-site programs
  • Building high-quality housing for low-income families with Habitat for Humanity

These are just some of the nearly 100 corporate volunteer opportunities we organize every year. We also make it possible for associates to give financial support to our communities through our annual United Way campaign.

Boston Financial Reviews

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Terry L. Metzger
70 Ratings
  • Featured Review

    "Great Company"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Csr1 in Lawrence, KS
    Current Employee - Csr1 in Lawrence, KS
    Neutral Outlook


    good pay, nice people, windows, freedom, good hours


    it is a call center

    Advice to Management

    nothing, you all are great

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Boston Financial Photos

Boston Financial photo of: Associates in our Lawrence office maintain a community garden at work; all of the food grown is donated to a local food bank
Boston Financial photo of: Our Kansas City team often volunteers for the KC Jazzoo event
Boston Financial photo of: We regularly host blood drives for the American Red Cross, making it easy for associates to give
Boston Financial photo of: We offer free flu shot clinics every year, to help keep our associates healthy
Boston Financial photo of: Another smiling associate at the annual cookout
Boston Financial photo of: Playing baggo (aka corn hole) has been shown to help build team spirit; we play every year at our associate cookout!
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Boston Financial Interviews

Interview Experience

Interview Experience

Getting an Interview

Getting an Interview

Interview Difficulty


Interview Difficulty




    Associate Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Easy Interview


    I applied through an employee referral. I interviewed at Boston Financial.


    The whole process was nice and simple, you applied via their website; its best to get referred. They will email you to set up a time for an interview and they will ask you a lot more behavioral questions and what you like to do. The only real requirements I see is an open schedule and how to navigate computers and computer software nothing too hard. I talked about some of my community service stuff and they really seemed to enjoy that.

    I heard back soon after

    Interview Questions

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Boston Financial Awards & Accolades

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