Fidelity Investments Employer Reviews

The typical day at Fidelity Investments involves: identifying retirement and income needs, providing reasonable guidance based on the suitability information gathered in the transaction, demonstrating how features and benefits match the client’s needs, researching and resolve customer complaints to ensure customer satisfaction and retention, and facilitating – more... timely, accurate and efficient transactions.
In my role I have developed the following skill-sets: proficient client interaction and communication, time management, and a detailed understanding of the financial markets.
There is a strong sense of collaboration and teamwork amongst co-workers. We celebrate eachother's successes within and outside of the workplace.
The hardest part of this position is the stress. You have to pass the series 7. 63, and insurance exams to be able to work within this position. As most jobs within Fidelity, this is a phone position. Individuals must work 8 hours a day minimum, with two 15 minute breaks, and a 30 minute lunch. Each day the schedule is alloted for you and you have schedule and other efficiency metrics, such as IE, AHT, Leads, etc to maintain your job. It is a stressful atmosphere.
The most enjoyable part of working at Fidelity are the benefits. The company is know for its health benefits and reward program. – less

I got bounced around the different departments in my role, but that just made it more challenging, and fun. Good People, a good experience. I'd go back.

• Lead client calls for requirements gathering and creating use cases.
• Discussion with customers to estimate requirements.
• Demos to customers during weekly iterations requesting feedback.
• Develop application in grails web based architecture.
• Develop and publish plugins for reuse.
• Create unit, functional and integration tests.
• Manage and – more... lead monthly deployments.
• Adopt Agile Methodology to plan using JIRA.
• Update JIRA dashboard to track progress.
• Use SVN and BAMBOO for Continuous Integration.
• Perform infrastructure updates for applications.
• Perform application migration on servers, setup new applications – less

Fidelity has changed quite a bit the past few years, unfortunately, not for the better. Management is much more focused on the bottom line, lowering expenses and increasing the volume and speed of the work.

On the positive side, the overwhelming number of employees are highly competent, have a great deal of integrity, and strive for excellence. Great – more... folks to work with. – less

Typical day is answering calls and helping customer with their 401k needs. However, needs is a loaded statement. You are heavily restricted to guidelines that make it difficult to actual interact with the customer on a personal level. If you stray outside these guidelines regardless of your customers satisfaction you are putting not only your performance – more... but your group performance and your chance of a bonus on the line.
In order to be sucsessfull you have to speak like a used car salesman or a robot. When customers get their way they are happy and when they don't they complain. They measure the strength of their system on feedback cards... well if the customer got their money they don't care. The should be measuring the interaction with customers with problems and how to interact with them at a higher level (been in the business for over 15 years).

Management is highly A-typical with Fidelity is not uncommon to be in a entry level job for 5-7 years. So once you get to management or if you are lucky enough to make it, they are all out for themselves they spend 90% of the day making themselves look good.

I came to Fidelity to start over but staying in an entry level job for 5-7 years and trying to work around systems but in place by a management team that not all of them but for the most part is out to pat their selves on the back, I'm glad I found something new. Becoming sucessfull with Fidelity is like winning the lottery. good luck. – less

A typical day at work includes solving numerous issues for a variety of clients. Utilizing resources and making contacts to multiple client service representatives. At Fidelity I've learned to manage tasks as well as people without actually being given the title of manager. In my current role I am expected to have extensive knowledge of multiple practices – more... including health insurance, life insurance as well as pension plan benefits. My management provides me the basic tools necessary to perform my job. However, they leave it up to me to make the most of the resources available, which is critical to growth in this industry. The most difficult part of my job is when I have done everything in my power to assist a client with their issues and I am still unable to provide a full resolution. This is very disheartening. The thing I like the most about my job is that I get to help people. It brings me a great deal of pleasure to know that my actions directly impact someone's life. – less

Good Benefits, 401k plan with some matching investment.
Management decent. This company is good place to work.

Best Place to work and will get more experiences on different technology

Very busy.
Investing of Mutual/Brokerage funds.
Excellent
Team players
Nothing
Preparing cash flow for the date of deposit.

A typical day at work:
10-min meeting discussing the today's tasks.
Designed and developed.
1 hours break for lunch.
Release products if it was needed before work over.

I learned new technical skills and many business domain knowledge.
There was a nice environment to have a good communication. My co-workers are very nice.

The hardest part of the job:
The – more... different culture between this company and prior company. Fidelity has a American style. It has a open value, it encourage employee to have more communication. I feel difficult at first, however, when I familiar this, I really like it. I could study many things from my co-works.

The most enjoyable part of the job:
I could get challenge from Fidelity. We liked using new technique. I have to learn new skill everyday, but I like it. It help me keeping moving. – less

should be more organized. favoritism. needs to instill a better training system for new employees
inpute new clients inyo database who wanted their assets to be appart of fidelity.

Days are very busy, always several things that need to be done at one time. Call after call after call, you only get a break when it has been scheduled in, but that is typical call center environment. VERY generous on PTO and Holidays, but not in the entry level positions. Very strict when it comes to schedule adherence, and the metrics are constantly – more... changing, so it does get a little difficult for employees to adjust. – less

Work rotates primarily around your email. Strong project management/build and delivery but bad follow through and maintenance after delivery. Great place to start a career and focus on core competencies though. Very competitive compensation and benefits so it is a good place for starter families. Strong community involvement but not a lot of diversity – more... although this seems to be changing in middle-management positions. Co-workers are (for the most part) supportive and hardworking. Issues arise when looking for development opportunities, professional growth and career advancement. Not necessarily a merit-based environment especially in middle management positions and up. Highly political since most senior leaders have a sense of entitlement due to their seniority, not performance, being the overriding factor ... Lots of "feudal kings and queens". If with the in-crowd politically (as in most places), good things to come. – less

Is very challenging at times but a great place to work.
Managment was great
love my co-workers
hardest part is the job itself, call center and the customers
the people you work with is the best

Fidelity is a great place to start your career. I enjoy working there they are helpful and really set you up for success

Fidelity is great, compensation is lacking if they plan to draw talent. Great job but little opportunity to expand into a career unless in the MA or NY area.

Awesome Company, Awesome Perks! Great Rewarding Career!
Great Atmosphere
Everyday is Different!
Option for Overtime!

Learned a lot about health and insurance, pension and 401K
Management great
Co-workers good

had a nice work exp in such type of multicultral and dynamic enviorment.

Every day had learning and thought process. Lot of workshops and training programs were organised to add on more knowledge and interaction.