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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

      Jul 13, 2017
      Anonymous Interview Candidate
      Rhome, TX
      No offer
      Neutral experience
      Average interview

      Application

      I applied through a recruiter. The process took 1+ week. I interviewed at Fidelity Investments (Rhome, TX)

      Interview

      Got an email about the company's hiring team being interested in my application/résumé after submitting application online. I had about a week to submit an online video interview. The video interview was on HireVu and hey asked about 8-10 questions and j had to answer them in 2 minutes or less with 30 seconds to prepare my answer.

      Interview questions [3]

      Question 1

      What is your curry understanding of the Series 7 and Series 63 licenses? Have you ever had to obtain any licenses or certifications in the past? How would you go about preparing for this type of exam?
      Answer question

      Question 2

      Here at Fidelity we work in a very fast paced goal oriented environment. Please describe some goals in your current or past position. How did you meet these goals?
      Answer question

      Question 3

      In addition to providing excellent customer service, we often need to uncover the customer's unstated needs. Can you tell me about a situation in which you had to really dig and probe to find out what someone needed or wanted? How did you do that?
      Answer question
      30

      Other Customer Service Representative Interview Reviews for Fidelity Investments

      Customer Service Representative Interview

      Feb 15, 2026
      Anonymous Interview Candidate
      Merrimack, NH
      Declined offer
      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

      Jan 26, 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

      Nov 16, 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

      Fidelity Investments interviews FAQs

      • Customer Service Representative applicants have rated the interview process at Fidelity Investments with 3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 53% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Customer Service Representative roles take an average of 26 days to get hired, when considering 189 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 Representative according to 189 Glassdoor interviews include:

        Phone interview:  25%

        Background check:  12%

        One on one interview:  12%

        Drug test:  11%

        Group panel interview:  10%

        Skills test:  8%

        Presentation:  7%

        IQ intelligence test:  6%

        Personality test:  6%

        Other:  2%

      • Here are the most commonly searched roles for interview reports -

        1. Software Engineer(942) ;
        2. Customer Relationship Advocate(815) ;
        3. Financial Representative(495) ;
        4. Senior Software Engineer(379) ;
        5. Customer Service Representative(345) ;
        6. Director(317) ;
        7. Lead Software Engineer(289) ;
        8. Intern(280) ;
        9. Principal Software Engineer(236) ;
        10. Financial Consultant(227) ;
        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
      View job
      Team Leader, Client Services
      Salt Lake City, UT
      ·
      $64K - $107K /yr
      (Glassdoor est.)
      View job
      Team Leader, Client Services
      Smithfield, RI
      ·
      $71K - $117K /yr
      (Glassdoor est.)
      View job
      Customer Support Representative - Covington
      Covington, KY
      ·
      $44K - $66K /yr
      (Glassdoor est.)
      View job
      Customer Relationship Advocate Career Development Experience- Covington, KY
      Covington, KY
      View job
      View all Customer Service Representative Jobs