I applied through college or university. I interviewed at Fidelity Investments in Feb 2023
Interview
The interview process included a 20-minute phone interview with a recruiter for the first round, followed by a second interview with management. The interview style is situational and behavioral, as well as based on your knowledge of the securities industry and customer service skills.
Interview questions [1]
Question 1
Tell me about yourself. - What is SIE? - Difference between SIE, Series 7 & Series 63 - How would you deal with a difficult customer? What do you think of getting feedback? Give an example of how you received feedback at work.
I interviewed at Fidelity Investments (Denver, CO)
Interview
Very straightforward and acquisition manager tries to make it conversational. One of the better interview processes i have went through. Go through 3 different interviews but 1 of them is basically just a check in call before moving to the final one.
Interview questions [1]
Question 1
Describe a time you had to deal with an angry customer?
I interviewed at Fidelity Investments (Merrimack, NH)
Interview
There was a phone screen prior to a zoom interview, with emphasis placed on customer services and soft skills rather than technical analysis. Utilize the STAR method to answer questions and connect past experience
Interview questions [1]
Question 1
Describe the time you dealt with a difficult customer.
First Screening, then one interview with hr rep then one final interview. First two went well as did the last one, but got ghosted and then called about 4 months later telling me i did not get the job.
Customer Relationship Advocate 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 66% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
Candidates applying for Customer Relationship Advocate roles take an average of 28 days to get hired, when considering 250 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 Relationship Advocate according to 250 Glassdoor interviews include:
Phone interview: 25%
Drug test: 13%
One on one interview: 13%
Background check: 10%
Skills test: 9%
Presentation: 9%
Group panel interview: 8%
IQ intelligence test: 6%
Personality test: 5%
Other: 2%
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