Glassdoor is your free inside look at Fidelity Investments Customer Service Representative interview questions and advice. All 14 interview reviews posted anonymously by Fidelity Investments employees and interview candidates.
Fidelity Investments Customer Service Representative Interview Questions & Reviews
Getting the Interview 14 Interviews
Interview Experience 14 Ratings
Customer Service Representative at Fidelity Investments
Accepted Offer – Reviewed Feb 3, 2013
Interview Details – I was a part of an interview class with 10 other people. The actuall interview went pretty smoothly.
Interview Question – Why should we hire you? Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Customer Service Representative at Fidelity Investments
Accepted Offer – Interviewed in Merrimack, NH Nov 2010 – Reviewed Jan 21, 2013
Interview Details – Very personable and professional. Invited to the main building, escorted to small conference room and had my conducted in a timely and efficient manner. The hiring manager was precise in questioning and honest with his feedback.
Interview Question – There were no surprises, typical interview questions regarding any customer service postion. Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Customer Service Representative at Fidelity Investments
No Offer – Interviewed in Cary, NC Jul 2012 – Reviewed Jul 24, 2012
Interview Details – I submitted a resume via Career Builder and a few hours later a representative from Veritude called and gave me an overview of the job and set me up for an interview. I went to the interview today. First 12 people went in a conference room got a detailed overview. Then everyone had 1:1 interview. It was Very brief. No difficult questions. She just asked was I ok with the hours? Asked about some constructive criticism I recieved? And how I dealt with an upset customer? And also work history? It took about 5-10mins. Now I'm jus waiting on all the background checks and everything to come back to get an interview with the hiring manager.
Interview Question – No difficult questions Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Customer Service Representative at Fidelity Investments
Accepted Offer – Interviewed in Cary, NC Apr 2008 – Reviewed Jul 10, 2012
Interview Details – First a large group of interviewees were brought into a conference room and given a presentation. Then everyone broke out and had a 1:1 interview with a manager. There were no tricky questions. I received a tour of the facilities. Received a phone call the following day with an offer.
Interview Question – Describe what you know about defined contribution plans. View Answer
Negotiation Details – No negotiation phase.
Helpful Interview?
Yes |
No
Problem with this interview?
Customer Service Representative at Fidelity Investments
No Offer – Interviewed in Covington, KY Nov 2010 – Reviewed Dec 27, 2010
Interview Details – Interview was schedule via phone, and a week later the man called on time. Said the interview would take about an hour, but only lasted 40 minutes or so. He asked questions based on my resume, and questions about my interest in stocks. I was told I would be called back within a week, and didn't hear back from him for two weeks. I was told that the number of applicants was very large, and the though I may have been a good fit a few months ago, there were people more qualified than me.
Interview Question – How in past jobs have you dealt with upset customers? View Answer
Helpful Interview?
Yes |
No
Problem with this interview?
Customer Service Representative at Fidelity Investments
No Offer – Interviewed in Westlake, TX Jul 2010 – Reviewed Aug 12, 2010
Interview Details – recruiter called, did a screening, then set up a phone interview with hr rep. did interview she called the next day to say they decided to go with people who knew english and spanish.
Interview Questions
- Tell me about yourself. Answer Question
- What do you know about our company Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Customer Services Representative at Fidelity Investments
Accepted Offer – Interviewed in Gurgaon, Haryana (India) Nov 2010 – Reviewed Jun 28, 2012
Interview Details – intial round was just basic information sharing and then written skill test then communication round or one o one round where in they could ask any thing in my case i have been asked my favourate subject in MBA and i said international currency and then goes on
Interview Question – have you ever given advise to anyone as a mba finance and specially when you favourate subject is foreign exchange management View Answer
Negotiation Details – negotiation phase very tough n u have to take stand
Helpful Interview?
Yes |
No
Problem with this interview?
Customer Service Representative at Fidelity Investments
No Offer – Interviewed in Apr 2012 – Reviewed Jun 5, 2012
Interview Details – Applied online to company website. Was called by an internal recruiter almost 3 months after applying. Was told that there were no open positions, but that they wanted to get in line to interview when positions opened up. I agreed to a callback phone interview a week later. Behavioral interview was professionally conducted by an internal recruiter. She even coached me on being concise in my answers. She went into greater detail on the position. It was a 2nd shift position, with hours from 12:30-8:30. Pay was very low and had nothing to do with financial services experience. At the end of the interview, the recruiter said she would move me into line for an in-person interview. I was told that positions would open up in 3-6 months!!!
Interview Question – You seem overqualified for this position. Tell me why you would be interested. Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Customer Service Representative at Fidelity Investments
Declined Offer – Interviewed in Jan 2008 – Reviewed May 30, 2012
Interview Details – It was a group interview but each of us were separated for our individual interviews. They interviewers followed a standard interview form and asked us the questions and made notes about our answers.
Interview Question – What is one of your strengths. View Answer
Reason for Declining – I was required to work nights and weekends.
Helpful Interview?
Yes |
No
Problem with this interview?
Customer Service Representative at Fidelity Investments
Accepted Offer – Interviewed in Jul 2010 – Reviewed Dec 16, 2011
Interview Details – It was a very tegious process The call center culture is masked until you have to deal with management and the lack of dirction from team leads
Interview Question – none the questions were easy Answer Question
Negotiation Details – none take it or leave it
Helpful Interview?
Yes |
No
Problem with this interview?
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