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      Fidelity Investments

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      Customer Relationship Advocate Interview

      2 Sept 2020
      Anonymous employee
      Accepted offer
      Neutral experience
      Average interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Fidelity Investments in Sept 2020

      Interview

      If your application gets through to HR, you get sent a link to do a HireVue interview. From what I remember, there’s 7 questions and you have 2 minutes to answer each. If they like your answers, you get put through a phone interview. The phone interview was about 45 minutes and mostly behavioral based. After that, you’ll get sent a link to do an assessment. Be warned; the assessment is pretty difficult, so go in it doing the best you can. Once you completed the assessment, HR will follow up to talk about how you did and if it was good enough for a face-to-face interview. The face-to-face interview was via Zoom with 2 hiring managers. The women I had were so nice and really made me feel comfortable. That interview lasted an hour. Once done with the interview, they told me they’d contact me within a week or 2 with a decision - I received one in an hour!

      Interview questions [5]

      Question 1

      Why Fidelity?
      1 Answer

      Question 2

      What did you like about a previous manager?
      Answer question

      Question 3

      How did you handle feedback you didn’t agree with?
      Answer question

      Question 4

      How would you handle an upset customer?
      Answer question

      Question 5

      Describing your day by an 80/20 perspective, what good things constitutes as your 80? What undesirable things are described as 20?
      Answer question
      160

      Other Customer Relationship Advocate interview reviews for Fidelity Investments

      Customer Relationship Advocate Interview

      10 Jun 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

      3 Jun 2026
      Anonymous interview candidate
      Smithfield, RI
      Declined offer
      Positive experience

      Customer Relationship Advocate Interview

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

      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