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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 Interview

      Mar 20, 2023
      Anonymous Interview Candidate
      No offer
      Neutral experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments

      Interview

      There were 2 interviews in total; 1 phone interview and 1 zoom interview Overall was okay; Not the easiest but not the most difficult; Make sure to be extremely comfortable with the study material for the interview

      Interview questions [1]

      Question 1

      How will you be successfully for the Series 6?
      1 Answer

      Other Customer Service Interview Reviews for Fidelity Investments

      Customer Service Interview

      Aug 25, 2023
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Fidelity Investments

      Interview

      the way it was handled and the people were so helpful and supporting. They helped with the whole process and guidance was provided. They send a prep sheet as well with the questions that will be asked and what type of answers they are looking for.

      Interview questions [1]

      Question 1

      general questions and basic knowledge
      Answer question
      1

      Customer Service Interview

      Oct 7, 2022
      Anonymous Interview Candidate
      Declined offer
      Neutral experience
      Difficult interview

      Application

      I applied online. The process took 3 weeks. I interviewed at Fidelity Investments

      Interview

      The final interview was an hour long and you interview with two hiring managers over zoom. They were both very nice and want you to be relaxed. However, this interview was in addition to two other meetings, and two different tests that you take online so they can see where you stand when it comes time to study for the exams for securities licenses. This is an entry level position as they advertised it and they seem to do a very thorough job of training you to succeeded and pass the exams. I felt I did a lot of research on these exams to the best of my ability and the time I had to and I still did not feel knowledgeable enough in the interview. They asked how I would study for it and I described how I normally study and then they replied that there is no actual physical book to study from and it is online. How would I know that? You don't know what you don't know. How would I have gone about trying to know that beforehand? Seems like they want you to already start doing a lot of extensive homework before you even work there. I know they need to screen people but I wasn't sure how anybody would have known how they teach you before you even get hired and the training process starts, especially when the only resource they recommended was investopedia which I used and it did not give me a ton of information on studying for these exams. Yet they go on ton say that is is discouraged to get information from other places on the web when trying to prepare for these said exams. It was a little cryptic.

      Interview questions [1]

      Question 1

      How would you study for the exams?
      Answer question

      Jobs at Fidelity Investments

      215 jobs in United States
      Client Experience Specialist
      Durham, NC
      View job
      Entry Level Customer Service - Albuquerque
      Albuquerque, NM
      ·
      $38K - $57K /yr
      (Glassdoor est.)
      View job
      Customer Service Representative- Covington, KY
      Covington, KY
      View job
      Financial Customer Associate - Jacksonville
      Jacksonville, FL
      ·
      $48K - $65K /yr
      (Glassdoor est.)
      View job
      Customer Service Representative- Greenwood Village, CO
      Greenwood Village, CO
      ·
      $48K - $50K /yr
      (Employer provided)
      View job

      Fidelity Investments interviews FAQs

      • Customer Service applicants have rated the interview process at Fidelity Investments with 2.5 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 71% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Customer Service roles take an average of 28 days to get hired, when considering 14 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 according to 14 Glassdoor interviews include:

        Phone interview:  22%

        Drug test:  12%

        Presentation:  12%

        Skills test:  12%

        Group panel interview:  10%

        One on one interview:  7%

        Background check:  7%

        IQ intelligence test:  7%

        Personality test:  5%

        Other:  5%

      • 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(225) ;
        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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