Fidelity Investments – Client Service back office. I have been a client for 38 years and like Fidelity as a broker and its first use of hi-tech and online websites. But very difficult to get a straight answer from back office. Too much guess work or telling me incorrect stuff I know already.
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. leer más
Client Service back office. I have been a client for 38 years and like Fidelity as a broker and its first use of hi-tech and online websites. But very difficult to get a straight answer from back office. Too much guess work or telling me incorrect stuff I know already.