Fidelity Investments Customer Service Representative Reviews | Glassdoor.com.au

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Fidelity Investments Customer Service Representative Reviews

Updated 13 Sep 2019

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Found 65 reviews

3.7
StarStarStarStarStar
Rating TrendsRating Trends
65%
Recommend to a Friend
95%
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
19 Ratings
  1. "Pretty nice corporate job"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Customer Service Representative in Covington, KY
    Recommends
    Neutral Outlook
    No Opinion of CEO

    I worked at Fidelity Investments full-time for more than 3 years

    Pros

    Flexible scheduling, nice benefits packages, and a nice bonus system

    Cons

    It can get really busy and seem understaffed around tax time

    Fidelity Investments2019-09-13
  2. "good company"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Customer Service Representative in Westlake, TX

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

    Pros

    great benefits, nice team mates

    Cons

    on the phone 8 hrs a day

    Fidelity Investments2019-08-04
  3. "Fidelity"

    StarStarStarStarStar
    Former Contractor - Customer Service Representative 

    I worked at Fidelity Investments

    Pros

    Good environment to work in.

    Cons

    There were no cons here.

    Fidelity Investments2019-07-20
  4. "contact center"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Customer Service Representative in Westlake, TX
    Recommends
    Neutral Outlook
    Approves of CEO

    I worked at Fidelity Investments full-time for more than 5 years

    Pros

    great benefit structure; opportunities to learn about the investment/retirement world

    Cons

    very strict w/performance metrics; poor work/life balance, difficult to move up due to lack of licensing opportunities

    Fidelity Investments2019-07-16
  5. Helpful (2)

    "Pros and cons"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Customer Service Representative in Covington, KY
    Recommends
    Neutral Outlook
    Approves of CEO

    I worked at Fidelity Investments full-time for more than 3 years

    Pros

    Great Managers and coworkers Good PTO, Maternity leave, and paid holidays

    Cons

    pressured overtime work All of mandatory shift changes Hard to advance within call center environment

    Fidelity Investments2019-04-11
  6. "Customer Service Representative"

    StarStarStarStarStar
    • Career Opportunities
    • Compensation and Benefits
    Former Employee - Customer Service Representative 
    Approves of CEO

    I worked at Fidelity Investments full-time for less than a year

    Pros

    Good training program, great coworkers

    Cons

    Starting out, you will not get the choice of days you work; be prepared to be on the phone for 10 hours per day with a lunch break and 2 other breaks

    Fidelity Investments2019-04-18
  7. "Great for some. Not for everyone"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Customer Service Representative in Durham, NC
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Fidelity Investments part-time for more than 5 years

    Pros

    Excellent benefits. Good working atmosphere

    Cons

    Must be very metrics and time oriented oriented and tech savvy to succeed.

    Fidelity Investments2019-03-29
  8. "Great"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Customer Service Representative 

    I have been working at Fidelity Investments full-time

    Pros

    Everyone is nice. Good pay. Good benefits

    Cons

    Training is grueling and boring

    Fidelity Investments2019-01-08
  9. Helpful (2)

    "Decent"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Customer Service Representative in Raleigh, NC
    Doesn't Recommend
    Approves of CEO

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

    Pros

    Money, Knowledge, Met some great people

    Cons

    Strict, Unrealistic Expectations, Pretty Harsh

    Fidelity Investments2019-01-07
  10. "Overall positive company to work for, but make sure desk work/call centers are right for you."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Bilingual Customer Service Representative 
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Fidelity Investments for more than a year

    Pros

    Decent benefits package. Insurance, vacation time. 401k matching after 1 year.

    Cons

    Must be vested for 5 years before you get any of the matched 401k.

    Fidelity Investments2018-12-19
Found 65 reviews