The phone and in person interviews are almost the same but they do look for different examples. Majority questions are behavioral with some role playing. Why Fidelity? Why Financial Services? Give us an example of when you went above and beyond. How will you prepare for series 7 & 63 exams.
What is a time you were given feedback that you didn't agree with and how did you handle it?
What is a time you gave great customer service?
What is great customer service?
How did you prepare for this interview?
Tell me about a time you gave and received exceptional customer service.
How did I resolve a difficult situation?
Define world class customer service
Describe a time when you had a difficult customer and how you handled the situation?
How did you deal with a peer that was not pulling their own weight?
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