Back Office Support Service
Financial ServicesCalifornia, United States51-200 Employees
Back Office Support Service (BOSS) is a mid-sized financial services company based in Vista, California. Founded in 1996, it has focused on providing outsourced back-office support to independent investment advisors. The firm’s day-to-day work centers on daily data processing, reconciliation, and related tasks such as reporting and billing, with staff also dedicated to database conversions and one-time projects to set up or clean up databases. Its primary customers are independent investment advisors seeking to streamline administrative operations and improve accuracy in client data. BOSS operates with teams on both the East and West Coasts to deliver these services. In the financial services industry, the company is positioned as an outsourcing provider that handles routine back-office work as well as targeted database projects.