Fund Liaison - Defind Contribution Plans (Former Employee) – North Quincy, MA – February 1, 2014
This place is very political. They treat everyone like a number, especially minorities. Management is bad, which gives employees low moral. You will not be promoted up unless you are favored. HR doesn't look out for the best interest of employees, they will set you up to fail, write you up, and fire you before you had a chance to blink. If you need something temporary this is the place. Don't look to make a career out of working for them!!
Proxy Voting Specialist (Former Employee) – Rockland, ME – April 11, 2017
A typical work day as a Proxy Voting Specialist would consist of the beginning of shift meeting where the floor manager would assign clients to each of us, give us a brief review of last shift's performance and give tips as to how to get the optimum number of votes. At Boston Financial, I learned about effective customer service and professionalism. The management was pretty good. We had great coaching to help us succeed in our vote taking task from our managers and floor walkers. I think the hardest part of the job was gauging the potential to sway an already angry customer in a few seconds. The most enjoyable part of the job was always getting multiple votes from one residence.
Great customer service experience, supportive environment, great training and manager assistance
Senior Investment Services Rep (Former Employee) – Kansas City, MO – March 21, 2017
This company did have good benefits and even helped me pay for some of my college expenses, and I was only a telephone rep when I started. The pay is good. I started out around 13.00 four years ago, and when I left, I was in a higher position and making around 16.00 an hour. The thing that I liked the least about this job was the people that I worked with. A lot of people wouldn't show up to work, and the company wouldn't fire them. We would be very short-handed a majority of the time which added a lot of stress to the job. The company does try to make it fun though by doing little group activities but the bad outweighed the good in my opinion. This job was a Monday to Friday schedule and a typical shift was 8 to 5. For an interview, I would recommend wearing dress clothes, but a suit would be over the top.
Help Desk Specialists II (Current Employee) – Quincy, MA – December 5, 2016
A typical day for me at work would start by going to our morning team meeting, to go over any global problems or issues that may be happening for the day. Then for the remainder of the day would be focused on monitoring and answering all the incoming service requests and incidents that come in via the phone, email or via instant messenger.
I have learned various amount of knowledge from being able to work with the server team, the application support team as well as our desktop support team.
Management here is fair and very easy to work with. They are kind and keep things fun with activities and they also keep us up to date and active in trying to help us progress professionally.
My Co-Workers are very great team to work with. They are very goal oriented and focused and very willing to help out when they are needed.
The hardest part of my Job is the scheduling when someone is out it can be challenging due to the call volume and daily tasks.
The most enjoyable part of my job in being able to help people. I enjoy learning myself and being able to pass on the knowledge learned.
Company Lunch Events, Outings, and the ability to work from home.
Call Center Representative (Current Employee) – Quincy, MA – September 16, 2016
• Inquiries from mutual fund shareholders, brokers and dealers in an inbound call center • Answering account owner and financial representative questions regarding balances, and legal requirements • processing transactions and providing an exceptional customer service experience to your caller
CSR - Customer Service Representative (Former Employee) – Rockland, ME – August 30, 2016
I love working with the computers and the phone. It gave me a new challenge every day when I went to work. They got rid of me after having surgery when I was told I would be safe and able to go back, once I had the surgery and I found out I had complications during the surgery and it would be longer before I could return to work, they told me that I would not be able to return I would have to go through the application process again and start from the bottom.
Investor Services Representative (Former Employee) – Quincy, MA – July 21, 2016
A typical day at work would involve researching and resolving customer or broker/dealer inquiries concerning pass or pending transactions, requests for product information, legal requirements for transfers to different account types, etc. I also placed outbound calls to shareholders and broker/dealers in order to complete or clarify pending transactions or account maintenance requests. During tax season, the office was fast paced, however we tried to make room for fun as well. The most enjoyable part of my job were my co-workers and managers. We worked strong as a team and it lightened the atmosphere quite a bit.
monthly lunch and learns, to essentially keep us up to speed on tax forms, any press releases for mutual funds, etc.
During tax season, it was sometimes so busy we were forced to stay late and work through lunch as well.
Mutual Fund Representative (Current Employee) – Lawrence, KS – May 27, 2016
Work here as I go to college. They are very flexible with my schedule and respect my need for school/work balance. Management is very nice and give very constructive criticism. Everyone is polite and you can listen to music/podcasts while you work. Great employee benefits too!
Awesome place to work! You will learn new worktypes everyday!
Corp/ Securities Mutual Fund Representative (Current Employee) – Lawrence, KS – May 12, 2016
Management wants everyone to succeed! It is also a great job for College Graduates! You will learn a lot! It will benefit you wherever you decide to work in the financial world. The most enjoyable part of my job are the special perks! Go for it!