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      Customer Relationship Advocate Interview

      Dec 17, 2024
      Anonymous employee
      Durham, NC
      Accepted offer
      Neutral experience
      Easy interview

      Application

      I applied through an employee referral. The process took 4 weeks. I interviewed at Fidelity Investments (Durham, NC)

      Interview

      Two initial phone interviews with a recruiter (15-30 minutes), then a panel interview with an HR rep and a member of the Client Services team in leadership. The panel interview mostly tries to gauge whether they think you can pass the licensing exams, and questions have to do with how well you take coaching, how willing you are to learn, etc. The phone screens are as much about selling you on Fidelity as they are about learning about you. They aren't difficult interviews. STAR method, etc.

      Interview questions [1]

      Question 1

      "What would you do if your leader told you to move on to a new section, even if you didn't feel ready?"
      1 Answer

      Other Customer Relationship Advocate Interview Reviews for Fidelity Investments

      Customer Relationship Advocate Interview

      Jun 10, 2026
      Anonymous Interview Candidate
      No offer
      Neutral experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      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.

      Interview questions [1]

      Question 1

      Why a client facing role?
      Answer question

      Customer Relationship Advocate Interview

      Jun 3, 2026
      Anonymous Interview Candidate
      Smithfield, RI
      Declined offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Smithfield, RI)

      Interview

      Overall, this was a great interview process. The hiring managers ensured that the final interview was conversational and that I was comfortable throughout it. I also really appreciated how helpful the recruiter was.

      Interview questions [1]

      Question 1

      They asked about a time I experienced good customer service.
      Answer question

      Customer Relationship Advocate Interview

      May 7, 2026
      Anonymous Interview Candidate
      Covington, KY
      Declined offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Covington, KY)

      Interview

      2 separate interviews. 1 phone call and 1 zoom meeting. The zoom meeting was with 2 people. Both were very kind and created a welcoming atmosphere. Each one asked unique questions but the conversation involved everyone
      1