A Proven Client Support Model

Boston Financial’s Client Service Teams form the heart of our service delivery system. Comprised of a Client Relationship Officer and representatives from critical functional areas, these teams work closely with our clients every day to deliver world-class service.

A Client Relationship Officer heads up each team, responsible for coordinating clients’ needs and ensuring that service performance exceeds service expectations. The Relationship Officer is also responsible for maintaining an open and effective communications process. This includes regular conference calls, monthly performance reports, annual planning and review sessions, client conferences and special meetings, and staff training.

This service delivery system brings you the depth of knowledge and experience within Boston Financial. It also involves Boston Financial in the direction of your business. Each Client Service Team typically includes representatives from these functional areas:

• Transaction processing -- setting up new accounts and processing all purchases, redemptions, exchanges and maintenance items for existing accounts.
• Shareholder and broker/dealer services -- all phone and written correspondence, as well as related research activities between clients and their shareholders and broker/dealer community.
• NSCC and dealer services -- processing of all NSCC trade settlements, file transfers, commission structures and payments with broker/dealers
• Reconciliation and control -- all activities related to share and cash balances, NAVs, wire transfers and redemptions.
• Statements and reporting -- daily, quarterly and annual statement production and design, standard and ad-hoc client fund reporting, and regulatory and tax reporting.
• Internet services -- providing clients and their investors with account access via the Internet, and network and download capabilities for registered investment advisors and financial planners.

Each member of the Client Service Team is trained as a representative of your company. Training includes your preferred procedures for processing work, the handling of intermediary and third-party relationships, style and content of report formats and frequency, information about you and your customer base, and an understanding of your culture and philosophy. Boston Financial encourages our clients to participate in cross-training programs in which Boston Financial staff trains on-site with you, and vice-versa.