Fidelity Investments Reviews | Glassdoor

Fidelity Investments Reviews

Updated April 21, 2017
4,157 reviews

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Full-time Part-time

4,157 Employee Reviews

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  1. Helpful (3)

    "Same thing, over and over and over"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Defined Contribution Representative in Durham, NC
    Former Employee - Defined Contribution Representative in Durham, NC
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    I worked at Fidelity Investments full-time (More than a year)

    Pros

    Great benefits and resources. In depth training. VP's are great resources and very kind, understanding people.

    Cons

    Montony. If you are a phone representative, there is big brother watching over you. Every second you are logged in, you are monitored. You could give the best possible customer service, but if you are not meeting Fidelity's standards, there is an issue. This place is micromanaged to a fault and gives little opportunity to let their employees shine.

    Advice to Management

    Don't push out your employees that work hard and deliver a positive customer experience (they are the reason why you receive those customer satisfaction rewards). Don't micromanage. Also do a better job of allowing employees to see what opportunities are available to them. We are not able to get off the phones due to high call volumes the majority of the time, and this makes it very difficult to see what else is out there.


  2. "Customer Service"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Customer Service Representative in Merrimack, NH
    Current Employee - Customer Service Representative in Merrimack, NH

    I have been working at Fidelity Investments full-time (More than a year)

    Pros

    Great management. Opportunity to advance. Overtime availability.

    Cons

    The hours weren't ideal. Call center.


  3. Helpful (2)

    "Overall Great Company, Truly Hampered By Floor Managers"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Services Representative in Durham, NC
    Current Employee - Financial Services Representative in Durham, NC
    Doesn't Recommend
    Negative Outlook
    Approves of CEO

    I have been working at Fidelity Investments full-time (More than 3 years)

    Pros

    The total compensation including benefits and 401k contributions is good. As a phone representative the number one benefit is the colleagues that share the role and the customers we get to hear from. Really enjoy the interactions with the diverse active and retiree populations!

    Cons

    Huge downside at the Durham NC location. Many of the floor managers are unprofessional and constantly an impediment to helping the customer and helping employees develop. This is the first and only organization that I have worked for that will actually discourage you from applying to an open position within the firm. Has happened on a few occasions now and so appears to be the norm where to apply you need to go through current manager and they never follow up to discuss or confirm if an intent letter was forwarded.

    Most of the managers I have interacted with were never able to answer serious inquiries on customer accounts and push back greatly when a customer requests to speak to them. Very sad to think I could be treated that way when calling in as a customer.

    These same individuals are commonly loud in the call center environment where it is common to not be able to hear the customer on the line. Just recently I had to put a customer on hold while doing a death notification because I did not feel it appropriate for the caller to hear the loud laughing from a manager and team leads. This is a very common occurrence at this location. Finally, quite a few give me the impression that they do not do much at all during the day besides going to the gym (1+ hr), out to lunch (1 hr), listening to calls, and meetings. Back to the serious customer issues, have only had one manager that ever seemed to care about the issue and helped to get it resolved.

    At this time it does appear this situation as a whole is why I will leave Fidelity and transfer all funds immediately thereafter.

    Advice to Management

    Work to improve the work environment. Address the cons above and more people will be happy to come in to work every day. Upper management "talks the talk" about upward mobility but largely lower management impedes it greatly.


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  5. Helpful (4)

    "work hard, sometimes get rewarded, but don't expect pay increases"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Boston, MA
    Former Employee - Anonymous Employee in Boston, MA

    I worked at Fidelity Investments full-time (More than 10 years)

    Pros

    - very generous retirement benefits
    - flexible work schedules/work from home arrangements for most associates
    - dedicated support of communities where it has offices and an equally committed base of volunteers in each location

    Cons

    - there are some absolute tyrants in leadership roles.
    - pay raises are negligible or non-existent. Ridiculous in a company with such profits.
    - they want world-class programs and services to attract talent but nickel & dime the budgets so they cannot compete.
    - if you're not a people manager you're considered less valuable to the company


  6. "Outstanding experience"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - IT Senior Manager in Raleigh, NC
    Current Employee - IT Senior Manager in Raleigh, NC
    Recommends
    Neutral Outlook
    Approves of CEO

    I have been working at Fidelity Investments full-time (More than 10 years)

    Pros

    Top-notch co-workers, engaging work, driven ownership.

    Cons

    Work/Life balance is sometimes challenging


  7. "ISR"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Investment Solutions Representative in Greenwood Village, CO
    Former Employee - Investment Solutions Representative in Greenwood Village, CO
    Recommends
    Neutral Outlook
    No opinion of CEO

    I worked at Fidelity Investments (More than a year)

    Pros

    Great Company to Work For

    Cons

    A lot of office Politics


  8. "Brokerage Operations Director"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Brokerage Operations Director in Smithfield, RI
    Current Employee - Brokerage Operations Director in Smithfield, RI
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Fidelity Investments full-time (More than 8 years)

    Pros

    Private company means long term vision rather than short term profits.

    Cons

    Faces the same challenges as most large companies, difficult to implement broad change or shift culture.


  9. Helpful (1)

    ""I'm going to make your job very difficult" - everyone"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Associate Software Engineer in Boston, MA
    Current Employee - Associate Software Engineer in Boston, MA
    Doesn't Recommend
    Positive Outlook
    Approves of CEO

    I have been working at Fidelity Investments (Less than a year)

    Pros

    Strong work/life balance,
    Nice coworkers,
    Beautiful offices

    Cons

    Poor middle management
    Uninteresting technical work
    Old technology
    Painful processes
    "Not my job" attitude
    Endless meetings

    Advice to Management

    Don't let your engineers be responsible for poor requirements


  10. "Fidelity PAS"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Jacksonville, FL
    Current Employee - Anonymous Employee in Jacksonville, FL
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Fidelity Investments full-time (More than 3 years)

    Pros

    Great work/life balance, and a diverse career path.

    Cons

    Phone center environment. Ever- growing performance expectations.


  11. Helpful (5)

    "Great company to work for, complicated career paths from entry level"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Equity Trader in Merrimack, NH
    Current Employee - Equity Trader in Merrimack, NH
    Recommends
    Positive Outlook
    No opinion of CEO

    I have been working at Fidelity Investments full-time (More than a year)

    Pros

    Benefits
    Culture
    Collaborative atmosphere
    Insanely smart people
    Perks & ammenities

    Cons

    Difficult growth opportunities from entry level
    Career growth is slow to start
    Phone roles are repetitive

    Advice to Management

    Offer more potential growth outside of phone roles



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