4.0
Aug 20, 2019
Current employee, less than 1 year
Westlake, TX
Recommend
CEO approval
Business Outlook
Pros
Great and honest company that cares about its employees and it’s clients. High pay and numerous bonus opportunities through out the year. Extensive benefits package. Fidelity wants to help you succeed and grow in your career!
Cons
The Customer Relationship Advocate position itself is the most draining role at Fidelity Investments. It has the most turnover, not because of Fidelity, but because you are a customer service agent via call center that services over 10 types of accounts, and you’re a stock broker. You deal with about 50-70 clients a day and 90% of them do not understand their accounts and/or the stock market. Because it is a call center, every minute that you clock in is accounted for via statistics.