Client Service Representative 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 67% positive. To compare, the company-average is 67.1% positive. This is according to Glassdoor user ratings.
Candidates applying for Client Service Representative roles take an average of 19 days to get hired, when considering 15 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 Client Service Representative according to 15 Glassdoor interviews include:
Phone interview: 23%
One on one interview: 14%
Skills test: 14%
Background check: 11%
Drug test: 11%
IQ intelligence test: 9%
Personality test: 6%
Group panel interview: 6%
Presentation: 6%
Here are the most commonly searched roles for interview reports -
Computer interview Interview began with a video of different employees talking about working at Fidelity. These employees spoke about the values and importance of customer relations. They spoke about the diversity of the staff.
They ask questions to discover if you are social, coachable and have the intelligence to pass the SIE. Usually 2 people both managers at mid level management or below. Just don’t say something stupid
Interview questions [1]
Question 1
Tell me about yourself. Why do you want to work here? What was your biggest challenge you overcame? What do you want to do in 5 years . Sometimes a test is at the end for compatibility .
I applied online. The process took 5 days. I interviewed at Fidelity Investments (Westlake, TX) in Feb 2025
Interview
They use the Star method. be sure to bring up examples of time you had a positive impact on a client. Tell them how you can turn around a negative call. also be sure to mention that you are self sufficient when it comes to studying in order to acquire the licenses required (SIE, SERIES 7 AND 66)
Interview questions [1]
Question 1
Describe a time when you had to provide feedback to one of your peers
I applied online. I interviewed at Fidelity Investments (Merrimack, NH) in Mar 2024
Interview
Started great, but the full description and pay was only partially disclosed. Claimed to be extremely flexible, but unfortunately was not the case. Had a great first phone interview, and the job description just doesn't match the position.
Interview questions [1]
Question 1
Explain a time you had a difficult client and how you handled it.