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      Fidelity Investments

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      Customer Service Representative Interview

      Nov 9, 2016
      Anonymous employee
      Salt Lake City, UT

      Other Customer Service Representative Interview Reviews for Fidelity Investments

      Customer Service Representative Interview

      Feb 15, 2026
      Anonymous Interview Candidate
      Merrimack, NH
      Declined offer

      Fidelity Investments interviews FAQs

      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Fidelity Investments (Salt Lake City, UT) in Sep 2012

      Interview

      Phone interview first, with basic "about me questions." In person took place 1 or 2 weeks later interview was very customer serviced based. They wanted real world examples of customer service. I took a behavior test to see what my thought process was, and if I would be able to pass the series 7 exam. Offer was extended a couple weeks after phone interview.

      Interview questions [1]

      Question 1

      When you you delivered a world class customer service experience
      Answer question
      1
      Neutral experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments (Merrimack, NH)

      Interview

      Was quite a few interviews for a rather entry level job but the people seemed nice. Was hard to answer how I would study for something I had no materials for yet.

      Interview questions [1]

      Question 1

      How would you study for the FINRA?
      Answer question

      Customer Service Representative Interview

      Jan 26, 2026
      Anonymous Interview Candidate
      Westlake, TX
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Westlake, TX)

      Interview

      Phone call interview and then panel interview. It was pretty average in difficulty and the whole interview process spanned about two months. I did my interviews virtually since I don't live there.

      Interview questions [1]

      Question 1

      Describe a time you worked with a team.
      Answer question

      Customer Service Representative Interview

      Nov 16, 2025
      Anonymous Interview Candidate
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      Filled out an application and was sent an invitation to do video interview via email. The interview process seemed straightforward. The job description included having to pass an exam after a trial period.

      Interview questions [1]

      Question 1

      Video interview, which asked multiple behavioral questions.
      Answer question
      • Customer Service Representative applicants have rated the interview process at Fidelity Investments with 3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 53% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Customer Service Representative roles take an average of 26 days to get hired, when considering 189 user submitted interviews for this role. To compare, the hiring process at Fidelity Investments overall takes an average of 28 days.
      • Common stages of the interview process at Fidelity Investments as a Customer Service Representative according to 189 Glassdoor interviews include:

        Phone interview:  25%

        Background check:  12%

        One on one interview:  12%

        Drug test:  11%

        Group panel interview:  10%

        Skills test:  8%

        Presentation:  7%

        IQ intelligence test:  6%

        Personality test:  6%

        Other:  2%

      • Here are the most commonly searched roles for interview reports -

        1. Software Engineer(942) ;
        2. Customer Relationship Advocate(815) ;
        3. Financial Representative(495) ;
        4. Senior Software Engineer(379) ;
        5. Customer Service Representative(345) ;
        6. Director(317) ;
        7. Lead Software Engineer(289) ;
        8. Intern(280) ;
        9. Principal Software Engineer(236) ;
        10. Financial Consultant(227) ;
        11. Vice President(218) ;
        12. Investment Solutions Representative(210) ;
        13. Analyst(204) ;
        14. Financial Services Representative(182) ;
        15. Business Analyst(173) .

      Jobs at Fidelity Investments

      42 jobs in United States
      Client Experience Specialist
      Durham, NC
      View job
      Team Leader, Client Services
      Salt Lake City, UT
      ·
      $64K - $107K /yr
      (Glassdoor est.)
      View job
      Team Leader, Client Services
      Smithfield, RI
      ·
      $71K - $117K /yr
      (Glassdoor est.)
      View job
      Client Service Manager II (Custody) - Wealth Client Experience
      Westlake, TX
      ·
      $53K - $71K /yr
      (Glassdoor est.)
      View job
      Client Service Manager III - (Custody) - Wealth Client Experience
      Westlake, TX
      ·
      $55K - $75K /yr
      (Glassdoor est.)
      View job
      View all Customer Service Representative Jobs