Fidelity Investments Work Values

Daily Duties at Fidelity Investments:

Work with manager to adhere to daily service level metrics by helping to drive team performance, meet defined quality, customer experience, and productivity targets measured on a monthly basis. People management: * Motivate and develop staff to meet and exceed goals through competition among associates and other teams * Coach associates to improve productivity, efficiency and effectiveness * Create a collaborative environment in which associates at all levels of the organization are encouraged to voice ideas and concerns *Work with customers on escalated issues that involve communication with Relationship managers or withdrawal specialists to handle account disputes. Associate coaching and development : * Train and develop staff so that they have the tools required to efficiently and effectively complete job responsibilities successfully by providing 2 hours a month of training to associates with less than 6 months tenure; 1 hour a month for associate with 6 or more months tenure * Develop associates skills to improve the quality of work that they produce by monitoring 4 calls each a month and providing feedback on their performance Project Management : * Help to manage various projects/initiatives as they relate to CSS (Email capacity, mentoring, compliance outgoing mail, etc) * Continuously analyze current business work flows and productivity/efficiency results within the team in order to seek process improvements * Respond rapidly in a challenging, fast-paced environment where new variables are constantly emerging.

What they like about Fidelity Investments:

You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.

Tags

Series 6, Series 63, Series 26, Financial Industry

Skills

Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership

These are some of the questions we asked our climbers about their experiences with Fidelity Investments: