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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

      Sep 22, 2015
      Anonymous employee
      Merrimack, NH
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 3 months. I interviewed at Fidelity Investments (Merrimack, NH) in Sep 2015

      Interview

      1. Received an e-mail inviting me for a phone interview after about 2 months of applying online. That was pretty simple, the interviewer told me about the company, benefits, jon description and what questions to expect on my second phone interview. 2. Second interview included some behavioral questions, it was longer and more serious. I felt like I was being evaluted this time. The questions weren't hard, I guess they just wanted to check if you were worth being invited for a face-to-face interview. I was then referred to the in person interview. 3. It took a few weeks to receive the interview confirmation by e-mail. I thought they had given up offering me an interview. I finally received confirmation about 2 weeks later. My interview was scheduled for 2 weeks adter that. Was the first one to arrive at the location, HUGE. It's a whole bunch of acres across the street from the Merrimack Outlets. A few minutes after the scheduled time the HR person who I had the second phone interview with came pick me and 5 other people up. Brought us upstairs to a conference room where a manager came in and gave us a presentation about the company in general. He asked if we had any question between slides, I tried to throw one or two questions it's good to show interest. After the 45 min presentstion he took us on a tour on the call center which is also huge. The employees seemes busy with customers. We then 'parked' ourselves on the corner of the call center to wait for 2 managers to call each one of us for the in person interview in a separate room. They made me feel welcome, valued, they were very polite, didn't really try to make me nervous. They did ask many behavioral questions. After the interview we shook hands and I was escorted back downstairs. Received job offer 2 days after interview.

      Interview questions [1]

      Question 1

      Why fidelity? Why finance? How do you tell a customer he cannot do something with his money because of laws and regulations? How did you deal with an unhappy colleague? What motivates you? How did you deal with an unhappy customer? When did you provide exceeding customer service?
      Answer question
      8

      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%

        Drug test:  12%

        Skills test:  12%

        One on one interview:  11%

        Personality test:  10%

        Group panel interview:  8%

        Presentation:  4%

        IQ intelligence test:  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(173) .


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    • Jobs at Fidelity Investments

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