employer cover photo
employer logo
employer logo

Fidelity Investments

Engaged Employer

Sub-Par Management and Work/Life Balance - Customer Relationship Advocate Fidelity Investments Employee Review

1.0
Jul 22, 2020
Recommend
CEO approval
Business Outlook

Pros

Colleagues; Cafeteria; Benefits; Licensing Process

Cons

I left Fidelity Investments due to my manager and the position itself. I was a Customer Relationship Advocate (fully trained and licensed) and each day on the phones was anxiety-inducing. I did not feel properly trained, nor did I feel comfortable answering a ton of questions on margin balances, options, etc., and despite that, I was not supported further. Just about every day, I would get yelled at by clients, and yet nothing was done. There were also very few breaks from the phones, and I woke up each morning dreading work and realizing just how miserable this position was. At one point, I had to go on a medical leave and I think I went 5 weeks without hearing from my manager. He did not respond to any of the emails I sent to him, he did not check in on me, and generally, he seemed to care very little about the associates; instead, he was very focused on the metrics instead. All of this contributed to a sub-par experience.

Explore other reviews about Fidelity Investments

5.0
Jun 13, 2026
Recommend
CEO approval
Business Outlook

Pros

Very friendly environment and they’ll teach you with a structured system. Benefits are great!

Cons

Pay is not too high but decent for the position.

5.0
Jun 11, 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.

238
See reviews by: Helpful|Rating|Date|All