The Boston Financial Team

Boston Financial has become one of the top third-party service providers to the investment management industry because we employ highly qualified professionals, provide them with the necessary resources to do their jobs and surround them with a collaborative culture that fosters teamwork and a strong focus on service. All of this translates into better performance for our clients.

When you work with Boston Financial, you will be working with some of the most experienced, well-trained and resourceful professionals in the industry. We hire associates who are customer focused, and we constantly reinforce that attitude.

A major cultural element that we believe distinguishes us from our competitors is a “can do” approach to our work and our clients. We are proud of our tradition of taking initiative to get the job done, and view this as a major asset to our organization. With their thorough understanding of regulatory requirements, our associates are empowered to make processing decisions and formulate enhancement requests directly with our clients.

We not only get things done within our company, but also in our industry. We put our experience into action, with several of our senior-level executives highly involved in key industry initiatives. Many of our professionals were part of the mutual fund industry’s years of explosive growth and were instrumental in developing new services and technology to handle the increased volumes of business. This experience has been critical in Boston Financial’s leadership in the industry and our ability to advocate for our clients in key compliance and other regulatory issues.

Our associates elsewhere in the company are also very involved in effecting change on behalf of our clients. Associates participate heavily in process improvement and in developing new solutions. We have a supportive, open environment that encourages our associates to get involved and bring issues and recommendations to the table.

Rigorous and Ongoing Training Critical to Our Success
Boston Financial takes a serious approach to training. We believe that in order to maintain our edge in the marketplace, we must continually invest in both capital and human resources. Rapid changes in technology, customer servicing requirements and labor markets make training an essential ingredient in our ability to offer competitive services to our clients.

Boston Financial is strongly committed to the ongoing training and career development needs of our associates, and to supporting their everyday work environment. Because our associates are on the front line delivering services, we take extra care to help them fulfill their responsibilities and expectations by providing them with the right kind of training. All of the training we provide our associates is designed to support client business needs, instill sound operational processes, and most of all, provide our clients with knowledgeable associates who can professionally handle their service needs.

Besides our core training program, we offer First Time Qualitytraining, customer service skills training, industry training, regulatory and compliance training, leadership and team development, and specialized product training. We also schedule our staff for training with external professional resources, such as the New England College of Finance and State Street Institute.

We cross-train our associates and managers on key processes for all of our clients. This enables us to call upon the services of other, equally qualified associates when conditions warrant. It also enables team members to mitigate the impact of spikes in processing volumes, and to encourage skills development and new career opportunities.

Put Our Training Team to Work for You
Boston Financial’s Learning and Organizational Development Group provides consulting services to help you resolve business issues and challenges through enhanced training. Our highly experienced staff is comprised of certified financial planners, retirement plan specialists, Series Six licensed trainers and experts on DST® proprietary systems and products. We can provide assistance with training projects, training curriculum design and delivery.

We also provide standard training courses for your associates, which provide a significant resource and supplement to your own training resources. If you are interested in participating in these standard offerings or would like more information on our training consulting services, please contact Request_Info@bostonfinancial.com.

Boston Financial’s Client Service Teams
Our dedicated Client Service Teams form the heart of our service delivery system. A Client Relationship Officer heads up each team, coordinating all of our clients’ needs and ensuring that service performance exceeds service expectations. The other members of the team represent critical functional areas necessary for serving each client. We know that a major factor in the success of our organization is the ability of our associates to consistently perform our services accurately, quickly and professionally.