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Fidelity Investments

Engaged employer

Used to be all about the customer - High Net Worth Service Associate Fidelity Investments Employee Review

3.0
24 Jul 2020
Recommend
CEO approval
Business outlook

Pros

Great benefits package, decent pay, great colleagues, various shift schedules to choose from, quarterly bonuses based on personal results. Great intro job to finance, and Fidelity will offer opportunities to move towards your finance-industry-related work, even if you have little to no experience. You MUST understand that this is a call center job, however. As such, your job is to take X number of phone calls each and every day, day in and day out.

Cons

What used to be all about the customer experience has, over the past few years, heavily diverted into a metric-based environment. This leaves associates "kicking the can" down the road to the next associate who can help better, leading to a terrible customer experience, simply because associates are watching out for their KPIs. Poor KPI results will result in heavy-handed "coaching" sessions and absurd amounts of micromanagement.

Explore other reviews about Fidelity Investments

5.0
3 Jul 2026
Recommend
CEO approval
Business outlook

Pros

Good company, CEO, pay and benefits.

Cons

Office space can be difficult.

5.0
11 Jun 2018
Recommend
CEO approval
Business outlook

Pros

Benefits including profit sharing and bonuses are great. The breadth of this company provides a great opportunity to try out different career paths or boost your current one.

Cons

In my current role, I am working overtime more often than I'd like with recognition that seems to only go so far until it sizzles out. That may be tied to the size of the company itself, where promotions work in a "trickle down" manner.

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