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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 Representative Interview

      29 Jan 2014
      Anonymous employee
      Accepted offer
      Positive experience

      Other Customer Service Representative interview reviews for Fidelity Investments

      Customer Service Representative Interview

      15 Feb 2026
      Anonymous interview candidate
      Merrimack, NH
      Declined offer
      Average interview

      Application

      I applied online. The process took 6 weeks. I interviewed at Fidelity Investments in Dec 2013

      Interview

      It is a long process for an entry level position - be patient! I received a voice mail indicating that HR would like to perform a phone screening about a week, 10 days after applying for the position. I called back the next day and scheduled a phone screening for the day after. It last about 20 minutes. One thing I appreciated was right up front I was told the salary range, the fact that some evening hours would be required though the scheduled wasn't decided definitely yet and would I be interested in being considered as a candidate. I was also told that a credit check, criminal background check and drug screening were mandatory and asked if I had an issue with these. I answered some basic questions regarding my customer service philosophy, the types of customer service I had performed in the past, why I left my last position and what I was looking for in a new position. I was told at the end of the call I was going to be passed along to HR for a phone interview. I was advise to learn more about Fidelity (I had done that when I knew I was going to have a phone screening), and to know why I want to work there, be able to explain how I handled customer service challenges in the past and to know something about the financial services industry. Two days later I had a 45 minute phone interview. I was asked typical questions, asked thoughtful questions regarding what I would be doing in the position. I did know about the different areas of the company, the mission statement, values, etc. I was told that I was going to be asked to come in for an in-person interview and to be sure I knew why I wanted to work for Fidelity, and to know something about the industry. I arrived at the office and had an overview of the position and a Q&A session with a woman who performs the job and five other candidates. We had a tour of the facility before the interview. I met with two managers. There was a bit of "good cop-bad cop". I think they were trying to see if they could rattle me a bit since obviously dealing with customers there are going to be stressful situations and the managers need to see if you can maintain a professional demeanor.

      Interview questions [1]

      Question 1

      There were no difficult questions per se, but they kept asking over and over "so what else do you want to know?" and I was asked "what did you think we would ask you that we didn't?" Then I started to discuss a customer service example and one of the managers said "Oh, I have heard enough about your CS experience, tell me something else". Just be able to know the industry a bit, the difference between tax deferred, tax exempt, etc., whatever will pertain to the area in which you are working. The background check takes a long time! It took a month for me. If you know there are "no skeletons in your closet", do not be nervous.
      Answer question
      6
      Neutral experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments (Merrimack, NH)

      Interview

      Was quite a few interviews for a rather entry level job but the people seemed nice. Was hard to answer how I would study for something I had no materials for yet.

      Interview questions [1]

      Question 1

      How would you study for the FINRA?
      Answer question

      Customer Service Representative Interview

      26 Jan 2026
      Anonymous interview candidate
      Westlake, TX
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Westlake, TX)

      Interview

      Phone call interview and then panel interview. It was pretty average in difficulty and the whole interview process spanned about two months. I did my interviews virtually since I don't live there.

      Interview questions [1]

      Question 1

      Describe a time you worked with a team.
      Answer question

      Customer Service Representative Interview

      16 Nov 2025
      Anonymous interview candidate
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      Filled out an application and was sent an invitation to do video interview via email. The interview process seemed straightforward. The job description included having to pass an exam after a trial period.

      Interview questions [1]

      Question 1

      Video interview, which asked multiple behavioral questions.
      Answer question

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