Fidelity Investments "call center" Reviews | Glassdoor.com.au

Fidelity Investments Employee Reviews about "call center"

Updated 24 Jun 2019

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Found 6029 reviews

3.9
StarStarStarStarStar
Rating TrendsRating Trends
78%
Recommend to a Friend
90%
Approve of CEO
Fidelity Investments CEO Abby Johnson
Abby Johnson
2400 Ratings
Pros
  • "Great benefits and career exploration opportunties within financial services industry(in 797 reviews)

  • "Having work life balance as an intern was amazing(in 678 reviews)

Cons
  • "Hard to advance within call center environment(in 226 reviews)

  • "Terrible work-life balance if you’re not an advisor or manager(in 189 reviews)

More Pros and Cons

Reviews about "call center"

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  1. 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
  2. Helpful (6)

    "Financial associate"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Associate in Westlake, TX
    Doesn't Recommend
    Positive Outlook
    No Opinion of CEO

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

    Pros

    Great 401k match if you can afford to contribute. Profit sharing, PTO is given at the beginning of the year, the people work with, training program was good when I went through it, they help pay back your student loans.

    Cons

    It’s a typical call center with hours all over the place. They will tell you there is no “mandatory” overtime but there is and if you opt out of it you will get nasty messages. Bonuses are based off of call surveys which sometimes you will get a bad survey that wasn’t even from a call you took and there’s nothing you can do about it. Even if you move to another product you will...

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    Advice to Management

    Take a look at your call center. Offering a raffle in exchange for overtime hours mean nothing. Passing out a $1 snack item for working a 12 hour day means nothing. Look at other companies around you and see what they do to help out the environment. You will continue to have a high turnover rate until you improve your call center. There are a lot of employees who have been there for a long time that with the new way of...

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    Fidelity Investments2019-04-10
  3. Helpful (5)

    "Overall like the company but major issues in some areas that need addressing"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Call Center in Nashua, NH
    Approves of CEO

    I worked at Fidelity Investments full-time for more than 10 years

    Pros

    Great benefits and pay. Senior leadership is wonderful, and so are the values of the overall company. Many resources and benefits provided to employees including profit sharing, bonuses, training, tuition reimbursement and career development resources available.

    Cons

    Difficulty in advancing, it is a lot of who you know and are network with less of the skills that you bring. Don't count on advancing unless you spend a lot of time networking with the people/ groups that you are looking to move into. Culture especially in the call center can be an issue. A lot of office politics and harassment issues that get swept under the rug by management....

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    Advice to Management

    Retake all of the safe workplace training's and truly know and understand how to be ethical and help your employees in order to stop losing good people who are fed up with the culture.

    Fidelity Investments2019-03-12
  4. Helpful (7)

    "Terrible"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Associate in Durham, NC
    Doesn't Recommend
    Negative Outlook
    No Opinion of CEO

    I worked at Fidelity Investments full-time for more than 8 years

    Pros

    Health benefits and 401k are decent.

    Cons

    The call center environment is unbearable. You’ll be on the phones constantly with your breaks scheduled for you. You only get time off of the phones to be yelled at by your manager for stupid, minuscule details. Nothing you do will ever be good enough. The constant barrage of awful customers on the phone and negative feedback from management will wear you down. And trying...

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    Advice to Management

    Try treating people with a little more dignity and respect. Don’t treat call center employees like children or idiots.

    Fidelity Investments2019-04-02
  5. "Fast paced fun atmosphere"

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

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

    Pros

    At Fidelity, there is unlimited room for growth specially for young people coming out of college & looking to move up the ladder

    Cons

    Sometimes it can feel like you are working at a call center; but if you work hard enough you will jump the starting job position faster than expected

    Fidelity Investments2019-02-26
  6. Helpful (4)

    "Private Client Group Trader"

    StarStarStarStarStar
      Former Employee - Anonymous Employee 

      I worked at Fidelity Investments

      Pros

      Pay is better than most call centers

      Cons

      It’s a call center. Few opportunities for growth. They only care about metrics. Culture is hit or miss depending on your manager/team. HR is incredibly unorganized. If you don’t meet their performance metrics they will take away your benefits (student loan reimbursement). No raises after three years of employment.

      Advice to Management

      Stop being cheap and pay your employees more. Abby Johnson can afford to be competitive with the industry. Stop focusing on metrics that burn out employees and contribute to an ongoing workplace depression epidemic. Instead of focusing on the wellbeing of employee metrics focus on the wellbeing of your employees.

      Fidelity Investments2019-02-20
    • "Ok place to work but call center environment"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Retirement Solutions Representative in Westlake, TX
      Doesn't Recommend
      Neutral Outlook
      No Opinion of CEO

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

      Pros

      Ok place to work with good benefits

      Cons

      Not a lot of upward potential. Call center environment. Bonuses suck.

      Advice to Management

      Pay more and give better bonuses

      Fidelity Investments2019-02-08
    • Helpful (2)

      "No growth in this role - despite what they say"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Financial Associate in Merrimack, NH
      Doesn't Recommend
      Negative Outlook
      Disapproves of CEO

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

      Pros

      Tuition Reimbursement Match is good if you give 6+ years of service Good name on the resume

      Cons

      Once you get on the phones in the call center, thats all you will do. Don't think this position is your "foot in the door". You must give 3-5 years in this position answering calls (even with a masters in Economics) before you move to a non-call center job (I even head this from senior leadership). I know of one person who moved to a...

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      Advice to Management

      Stop backing people into corners and telling them to keep working hard and they will move up (you can only say this so many times).

      Fidelity Investments2019-02-01
    • Helpful (7)

      "Great start in the industry.....but it's a call center"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Former Employee - Financial Representative in Merrimack, NH
      Recommends
      Positive Outlook
      No Opinion of CEO

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

      Pros

      Great opportunity to get your licenses(7 & 63) Excellent benefits including tuition reimbursement and travel discounts Thorough training program covering all manner of content $1000 sign on bonus

      Cons

      Call center environment is physically and emotionally draining Once you're branded a phone rep you have very little mobility unless you're willing to go to a branch or another phone role Firm pushes career development focus but the only ones that move up either know the right people or get continually rejected for years until eventually getting a break Having every second...

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      Advice to Management

      Recognize the talent some phone associates have and provide a better platform for them to grow. Turnover has been an issue due to a lack of transparency for other business units and a lack of hope for associates to succeed beyond phones.

      Fidelity Investments2018-10-31
    • "Financial Associate"

      StarStarStarStarStar
      • Work/Life Balance
      • Culture & Values
      • Career Opportunities
      • Compensation and Benefits
      • Senior Management
      Current Employee - Anonymous Employee 
      Recommends
      Positive Outlook
      Approves of CEO

      I have been working at Fidelity Investments

      Pros

      Room for growth, bonus based on team and individual stats.

      Cons

      repetitive, call center, constantly on the phone.

      Fidelity Investments2018-10-19
    Found 6029 reviews