Fidelity Investments
3.4 of 5 1,694 reviews
www.fidelity.com Boston, MA 5000+ Employees

1694 Employee Reviews (View Most Recent)

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2 people found this helpful  

Great benefits, good starting pay, great training program, decent incentives...

Financial Services Representative (Former Employee)
Salt Lake City, UT

ProsCompany fully trains and pays for you to get your financial licenses. Great health benefits. Company 401k match and profit share is good. Products and services offered by firm are great for customers. Offers tuition reimbursement and gym reimbursements. There are several different positions on the same level to move to within phone sites.

ConsMicromanagement - clock in and out for your scheduled breaks - metrics to make sure you follow this exactly as planed.
Bonuses are based off of customer surveys of your entire team (not individually) you get % based off phone metrics.
Metrics are not designed for you to keep the customers interest in mind (ex: if you have to call back to a customer - break between calls to finish a project or do some research for a customers issue - your metrics take a hit).
You get 3 calls/month monitored and graded on if you said what your manager wanted you to say (can be a little childish at times and not a good measurement 3/500 calls graded)
Days you will take 60-70 phone calls a day for 8-10hrs (cant focus on customers individually - turn and burn).
Branch employees are viewed as more valuable to the company and are told to "dump" issues to phone centers (they do not know how to complete any processes for clients).
Limited movement: most managers in current roles have been there for 10-20 years with no position to move higher into.
Pay is lower then other financial firms in the same market.

Advice to Senior ManagementMore positive reinforcement and support for your employees. Provide more opportunity to move horizontally across the firm, rather then laterally. Take away meaningless metrics -we're all adults especially in a licensed financial setting. The better focus you give on making your employees happy the better results you have in higher customer service output.

Yes, I would recommend this company to a friend

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    • Culture & Values
           
    • Work/Life Balance
           
    • Senior Management
           
    • Comp & Benefits
           
    • Career Opportunities
           
    • Approves of CEO

    2 people found this helpful  

    Overall, good experience. Wish secular environment was better

    Business Project Manager (Current Employee)
    Westlake, TX

    I have been working at Fidelity Investments full-time for more than 10 years


    Pros: Benefits - been at the company 20 years, I hope I can be there another 20. If you have a good manager, don't leave. The… Cons: Functions are still somewhat siloed. There are so many cost pressures in the industry right now that is constrains budgets and opportunities. It used to… Advice to Senior Management: Very bureaucratic with HR. Hard to understand where the opportunities are. Why does the General Management Apprentice program require you to relocate to another site?… Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company… More
    • Culture & Values
           
    • Work/Life Balance
           
    • Senior Management
           
    • Comp & Benefits
           
    • Career Opportunities
           
    • Approves of CEO

    1 person found this helpful  

    Fidelity is a great place to work

    Senior Software Engineering Manager (Current Employee)
    Salt Lake City, UT

    I have been working at Fidelity Investments full-time for more than a year


    Pros: Great organization and culture. Strong senior management. Great… Cons: Compensation a little different than many other companies. Stronger… Yes, I would recommend this company to a friend More
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