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      Fidelity Investments

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      Related searches: Fidelity Investments reviews | Fidelity Investments jobs | Fidelity Investments salaries | Fidelity Investments benefits | Fidelity Investments conversations
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      Customer Service Associate I Interview

      Aug 8, 2009
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied through a staffing agency. The process took 1 day. I interviewed at Fidelity Investments in Sep 2007

      Interview

      I was called to interview for the position by phone. They mentioned it was temporary and I took some computer tests and typing test. I was interviewed by one lady. The lady was nice and polite and said she would call me if I was picked. I got a call 2 days later and asked to come early on such a day dressed nice and conservative. The building is in a nature atmosphere hidden in a large wooded area. You would not know it was there. The place is very nice. The building is huge and the parking lot is huge. You get exercise going to your place of work every morning. The people are nice but very picky about punctuality and dress code. You need to log on your computer at the exact time they say, they mean exact time! Everything is timed but you get used to it. Everything is graded and everything is checked on.

      Interview questions [2]

      Question 1

      What was one thing you thought was wrong with you.
      1 Answer

      Question 2

      Do you like to let steam out after a difficult phone call.
      1 Answer
      2

      Other Customer Service Associate I Interview Reviews for Fidelity Investments

      Customer Service Associate Interview

      Jul 18, 2026
      Anonymous Interview Candidate
      Salt Lake City, UT
      Declined offer
      Negative experience
      Average interview

      Application

      I applied through an employee referral. I interviewed at Fidelity Investments (Salt Lake City, UT)

      Interview

      Recuiter S. Ghosted me after offering and then when I kept trying to contact her she always assured she would call me right back in a few minutes.Never did. They ask so much yet she didn’t deliver. Disappointed.

      Interview questions [1]

      Question 1

      How are you going to pass exams
      Answer question

      Customer Service Associate Interview

      Jul 29, 2025
      Anonymous Interview Candidate
      Merrimack, NH
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Merrimack, NH)

      Interview

      The phone interview they ask you questions like how long you've been in customer service, let you know the hours the posting is for, and ask what your desired salary is. The second phone interview is the behavioral assessment, but I never made it to that part because I realized the hours would not work for me. (The hours on the posting were different from the hours they needed)

      Interview questions [1]

      Question 1

      How long have you been in customer service?
      Answer question

      Customer Service Associate Interview

      Oct 27, 2023
      Anonymous employee
      Westlake, TX
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied online. The process took 3 weeks. I interviewed at Fidelity Investments (Westlake, TX)

      Interview

      3 step interview process. Over the phone and then over Zoom. You will speak with a recruiter over the phone, a second one over Zoom, and then the final interview will be with upper management over Zoom. They’ll talk to you about culture, expectations, and day-to-day.

      Interview questions [1]

      Question 1

      They’ll ask about conflict resolution skills, customer facing experiences, and how well you handled situations you were placed in. You will be asked to describe the situations and how they were handled
      Answer question

      Fidelity Investments interviews FAQs

      • Customer Service Associate I applicants have rated the interview process at Fidelity Investments with 2.9 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 70% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Customer Service Associate I roles take an average of 31 days to get hired, when considering 30 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 Associate I according to 30 Glassdoor interviews include:

        Phone interview:  23%

        Background check:  17%

        Skills test:  12%

        Drug test:  12%

        One on one interview:  11%

        Personality test:  10%

        Group panel interview:  8%

        IQ intelligence test:  4%

        Presentation:  4%

        Other:  1%

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

        1. Software Engineer(941) ;
        2. Customer Relationship Advocate(815) ;
        3. Financial Representative(495) ;
        4. Senior Software Engineer(379) ;
        5. Customer Service Representative(345) ;
        6. Director(315) ;
        7. Lead Software Engineer(289) ;
        8. Intern(280) ;
        9. Principal Software Engineer(236) ;
        10. Financial Consultant(226) ;
        11. Vice President(218) ;
        12. Investment Solutions Representative(210) ;
        13. Analyst(204) ;
        14. Financial Services Representative(182) ;
        15. Business Analyst(172) .


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    • Jobs at Fidelity Investments

      42 jobs in United States
      Client Experience Specialist
      Durham, NC
      View job
      Customer Support Representative - Covington
      Covington, KY
      ·
      $44K - $66K /yr
      (Glassdoor est.)
      View job
      Customer Relationship Advocate Career Development Experience- Covington, KY
      Covington, KY
      View job
      Financial Customer Associate - Covington
      Covington, KY
      View job
      Customer Service Representative- Covington, KY
      Covington, KY
      View job
      View all Customer Service Associate I Jobs