Getting an Interview
Getting an Interview
Interviews for Top Jobs at Fidelity Investments
- Financial Representative (152)
- Financial Services Representative (63)
- Customer Service Representative (36)
- Software Engineer/Developer (31)
- Analyst (21)
- Senior Software Engineer (17)
- Intern (16)
- Systems Analyst (12)
- Equity Research Associate (11)
- Financial Analyst (10)
- Quality Assurance Engineer (10)
- Associate Software Engineer Developer (9)
- LEAP Program (9)
- Technical Intern (8)
- Software Engineer (8)
- Associate (8)
- Financial Advisor (7)
- Fund Accounting Analyst (7)
- Graduate Trainee Engineer (7)
- Financial Associate (7)
- Project Manager (6)
- Associate Software Engineer (6)
- Account Executive (6)
- Customer Service Associate I (6)
- Research Analyst (5)
- Vice President (5)
- Manager (5)
- Software Developer (5)
- Investment Consultant (4)
- IT Project Manager (4)
Customer Service Associate I Interview
I applied online. The process took 3+ months. I interviewed at Fidelity Investments (Merrimack, NH) in September 2015.
1. Received an e-mail inviting me for a phone interview after about 2 months of applying online. That was pretty simple, the interviewer told me about the company, benefits, jon description and what questions to expect on my second phone interview. 2. Second interview included some behavioral questions, it was longer and more serious. I felt like I was being evaluted this time. The questions weren't hard, I guess they just wanted to check if you were worth being invited for a face-to-face interview. I was then referred to the in person interview. 3. It took a few weeks to receive the interview confirmation by e-mail. I thought they had given up offering me an interview. I finally received confirmation about 2 weeks later. My interview was scheduled for 2 weeks adter that. Was the first one to arrive at the location, HUGE. It's a whole bunch of acres across the street from the Merrimack Outlets. A few minutes after the scheduled time the HR person who I had the second phone interview with came pick me and 5 other people up. Brought us upstairs to a conference room where a manager came in and gave us a presentation about the company in general. He asked if we had any question between slides, I tried to throw one or two questions it's good to show interest. After the 45 min presentstion he took us on a tour on the call center which is also huge. The employees seemes busy with customers. We then 'parked' ourselves on the corner of the call center to wait for 2 managers to call each one of us for the in person interview in a separate room. They made me feel welcome, valued, they were very polite, didn't really try to make me nervous. They did ask many behavioral questions. After the interview we shook hands and I was escorted back downstairs. Received job offer 2 days after interview.
- Why fidelity? Why finance? How do you tell a customer he cannot do something with his money because of laws and regulations? How did you deal with an unhappy colleague? What motivates you? How did you deal with an unhappy customer? When did you provide exceeding customer service? Answer Question
Other Interview Reviews for Fidelity Investments
Customer Service Associate I InterviewAccepted OfferPositive ExperienceAverage Interview
I applied through an employee referral. The process took 2 weeks. I interviewed at Fidelity Investments (Covington, KY) in September 2015.
I went through two interviews. One phone interview and one in person interview. The questions were pretty standard behavioral based questions. Nothing that you wouldn't see at any other interview. The atmosphere was fairly laid back and thankfully not high pressure. My tips for a successful interview. If you are interviewing for any customer service role, make sure you have examples of where you have went above and beyond to serve a customer and when someone was went above and beyond to serve you. You will need a decent example for both of those and it has to be something more than your average McDonalds visit. Make sure you bring any and all customer service experience to the forefront. Focus heavily on the customer service part of any job you worked and als focus on any Financial Industry background you might have. Just note, having Financial Industry experience will give you an advantage, but you still will want to highlight your customer service background. They can and will teach you about financial products, but they can't easily teach you how to serve customers well. One last thing, wear a suit and tie. Everyone did in my group, and not wearing said attire will likely cost you your shot at the job.
- Describe a past time where you received great customer service. What made it a good experience? 1 Answer
Customer Service Associate I InterviewNo OfferNegative ExperienceEasy Interview
I applied online. The process took 5 weeks. I interviewed at Fidelity Investments (Jacksonville, FL) in April 2015.
My process was all online with someone from HR who knew nothing about what the rest of the company did other than what they read in the HR brochures. HR needs to rotate through the entire company before being promoted to decide the future of the company. Typical HR people... clueless..
- Online evaluation only. 1 Answer
Customer Service Associate I InterviewNo OfferPositive ExperienceEasy Interview
I applied online. The process took 4+ weeks. I interviewed at Fidelity Investments in April 2014.
Two phone interviews. One short one to get information and another hour long one that went over typical interview questions. Straight forward and not a lot of pressure. Asked questions about experience and how you handle workplace situations. Don't need a total understanding of investing. More focused on communication skills and how you deal with people. Then hour long face to face interview. Group of 10 that gets a powerpoint presentation then break into one on one or one on two interview. Similar questions as in phone interview but more situational to dealing with clients and team members.
- Ask what you would do if someone called who was upset about a previous experience trying to get a hardship loan and was denied of had a negative experience in general. Answer Question
Customer Service Associate I InterviewAccepted OfferNeutral ExperienceAverage Interview
I applied online. The process took 4 weeks. I interviewed at Fidelity Investments (Albuquerque, NM) in April 2010.
They do a background check, phone interview, and you physical interview allows for a site introduction and interview with three managers. They have security and you have to sign in with them and get a visitor badge. Oh and the facility is out in the middle of nowhere.
- Ask what a typical day is like for a customer associate? Answer Question
No negotiation allowed.
Customer Service Associate I InterviewAccepted OfferPositive ExperienceEasy Interview
I applied through a staffing agency. The process took 1 day. I interviewed at Fidelity Investments in September 2007.
I was called to interview for the position by phone. They mentioned it was temporary and I took some computer tests and typing test. I was interviewed by one lady. The lady was nice and polite and said she would call me if I was picked. I got a call 2 days later and asked to come early on such a day dressed nice and conservative. The building is in a nature atmosphere hidden in a large wooded area. You would not know it was there. The place is very nice. The building is huge and the parking lot is huge. You get exercise going to your place of work every morning. The people are nice but very picky about punctuality and dress code. You need to log on your computer at the exact time they say, they mean exact time! Everything is timed but you get used to it. Everything is graded and everything is checked on.
There is no negotiation you either accept the employment as offered or you do not get the position.
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