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Fidelity Investments Work Values
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Daily Duties at Fidelity Investments:
Field customer phone calls pertaining to retirement accounts including 403B, 401K, and 457, benefits, client websites, and payroll. Assist customers and clients in performing various financial transactions and file sharing such as, Exchanges out of one fund and into another, changing which funds their future contributions will invest into, update contribution amount, calculate loan amounts and payment schedules including interest. Being an expert on plan knowledge and IRS guidelines to ensure customers were making wise decisions and within the law. Deescalate upset callers, reset passwords and guide internal employees to correct websites and platforms.
What they like about Fidelity Investments:
Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.
Tags
MSOffice, Entrepreneur, Finance, Database, Customer Service, Analyst, Manager
Information about Fidelity Investments
Company Rank: 4.0 out of 5
Average length of employment : 1 year
Average salary of employees: $50,000
These are some of the questions we asked our climbers about their experiences with Fidelity Investments:
| 05| | ||
| Were your performance expectations clearly communicated? | 5.0 |
|
| Were you recognized for meeting or exceeding expectations? | 5.0 |
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| Did you feel like your personal contribution was important? | 5.0 |
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| Was your career path clearly outlined and discussed? | 3.0 |
| 03| | ||
| I would recommend this as a place of employment. | 3.0 | |
| I believe in the purpose of this organization. | 3.0 | |
| I would work for this organization again. | 3.0 | |
| I feel employees are fairly compensated. | 3.0 |
Climbers who worked at Fidelity Investments had these interests:
| Books | |
|---|---|
Investing in your 20's and 30's |
Beginner investing book to get you started in building personal wealth |
| Gettng Rich |
Advanced book on building personal wealth |
| The 4-Hour Workweek |
a book for entrepreneurs |
| How to Talk to Anyone |
Tips for successful communication in life |
| Better Heath through Natural Healing |
How to get well without drugs or surgery |
| The Automatic Millionaire |
A one step plan to live and retire rich. |
