Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For Employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      Fidelity Investments

      Engaged Employer

      About
      Reviews
      Pay & benefits
      Jobs
      Interviews
      Interviews
      Related searches: Fidelity Investments reviews | Fidelity Investments jobs | Fidelity Investments salaries | Fidelity Investments benefits | Fidelity Investments conversations
      Fidelity Investments interviewsFidelity Investments Client Service Associate interviewsFidelity Investments interview
      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalized job recommendations and updates by starting your searches.

      Client Service Associate Interview

      Nov 30, 2016
      Anonymous employee
      Smithfield, RI
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through an employee referral. The process took 4 weeks. I interviewed at Fidelity Investments (Smithfield, RI) in Sep 2014

      Interview

      Met with the manager and a couple of the team members. They had prepared questions and took an interest in my previous work experience. All in all the process went smoothly and was about what I expected in terms of pressure.

      Interview questions [1]

      Question 1

      Tell me about how you handled a difficult client interaction?
      Answer question

      Other Client Service Associate Interview Reviews for Fidelity Investments

      Client Service Associate Interview

      May 6, 2025
      Anonymous Interview Candidate
      Boston, MA
      No offer
      Neutral experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Boston, MA)

      Interview

      The interview process was professional and well-structured. Clear communication throughout, with timely updates. Questions were relevant to the role, and the interviewers were friendly, making it a comfortable experience overall.

      Interview questions [1]

      Question 1

      They did ask about salary expectations
      Answer question

      Client Service Associate Interview

      May 28, 2024
      Anonymous Interview Candidate
      Declined offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      The interview consisted of a zoom call followed by background questions and general personality questions. The interview lasted around 15 minutes and I spoke with the branch manager. The manager also talked about the company culture and why Fidelity would be a good fit for me.

      Interview questions [1]

      Question 1

      Describe a time where you felt overwhelmed in a situation with a client and how did you work through it?
      Answer question

      Client Service Associate Interview

      Jun 3, 2022
      Anonymous Interview Candidate
      London, England
      Declined offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Fidelity Investments (London, England) in May 2022

      Interview

      2 ASSESSMENT TESTS 1 PHONE CALL 2 ZOOM INTERVIEWS ON TOP OF A ONLINE ASSESSMENT CENTRE The process as a whole took around 2 months. The interview is a motivation-based interview. The assessment center was a combination of interviews and a group project.

      Interview questions [1]

      Question 1

      Why do you want to work for fidelity
      Answer question

      Fidelity Investments interviews FAQs

      • Client Service Associate applicants have rated the interview process at Fidelity Investments with 2.8 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 75% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Client Service Associate roles take an average of 30 days to get hired, when considering 4 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 Client Service Associate according to 4 Glassdoor interviews include:

        Phone interview:  43%

        One on one interview:  29%

        Background check:  14%

        Group panel interview:  14%

      • 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) .


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Center
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy & Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      • Security

      Work With Us

      • Advertisers
      • Careers
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent Posts

      Copyright © 2008-2026. Indeed, Inc. "Glassdoor," "Worklife Pro," "Bowls," and logo are proprietary trademarks of Indeed, Inc.

      Jobs at Fidelity Investments

      261 jobs in United States
      Benefits Senior Associate, Health & Welfare Consulting
      San Francisco, CA
      ·
      $80K - $153K /yr
      (Employer provided)
      View job
      Benefits Senior Associate, Health & Welfare Consulting
      Greenwood Village, CO
      ·
      $80K - $153K /yr
      (Employer provided)
      View job
      Platform Product Manager
      Durham, NC
      ·
      $119K - $168K /yr
      (Glassdoor est.)
      View job
      Financial Representative - Gilbert, AZ
      Chandler, AZ
      View job
      Financial Representative - Gilbert, AZ
      Phoenix, AZ
      View job
      View all Client Service Associate Jobs