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      Fidelity Investments

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      Customer Relationship Advocate Interview

      May 2, 2017
      Anonymous employee
      Westlake, TX
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. I interviewed at Fidelity Investments (Westlake, TX) in Apr 2017

      Interview

      Applied online. Received email asking to set up a phone interview a few days later. Forty five minute phone interview with HR to see if you are a good fit for the job. If you pass this, they will let you know right then . I had to take an assessment before my in person interview. Assessment was easy, but timed. The assessment will grade you on your academic skills as well as a culture fit. My interview was scheduled a few days later. Interview at the campus went well. I did not have a group tour, but the two managers interviewing me did show me around before the actual interview. The in person interview was laid back and friendly. Do your homework before this interview. They want to know what you know about Fidelity and the exams. They will ask some customer service questions as well as behavioral questions. Later that day, HR called me and asked if I had other offers and said she would call me back the next day. I had an offer the next day which i accepted. Be prepared to go through a lengthy credit and background check.

      Interview questions [4]

      Question 1

      Tell me about a time you received feedback that you didn't agree with
      Answer question

      Question 2

      What do you know about the series 7
      Answer question

      Question 3

      Why Fidelity
      Answer question

      Question 4

      How would you say no nicely to a customer
      Answer question
      19

      Other Customer Relationship Advocate Interview Reviews for Fidelity Investments

      Customer Relationship Advocate Interview

      Jun 10, 2026
      Anonymous Interview Candidate
      No offer
      Neutral experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      First Screening, then one interview with hr rep then one final interview. First two went well as did the last one, but got ghosted and then called about 4 months later telling me i did not get the job.

      Interview questions [1]

      Question 1

      Why a client facing role?
      Answer question

      Customer Relationship Advocate Interview

      Jun 3, 2026
      Anonymous Interview Candidate
      Smithfield, RI
      Declined offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Smithfield, RI)

      Interview

      Overall, this was a great interview process. The hiring managers ensured that the final interview was conversational and that I was comfortable throughout it. I also really appreciated how helpful the recruiter was.

      Interview questions [1]

      Question 1

      They asked about a time I experienced good customer service.
      Answer question

      Customer Relationship Advocate Interview

      May 7, 2026
      Anonymous Interview Candidate
      Covington, KY
      Declined offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Covington, KY)

      Interview

      2 separate interviews. 1 phone call and 1 zoom meeting. The zoom meeting was with 2 people. Both were very kind and created a welcoming atmosphere. Each one asked unique questions but the conversation involved everyone
      1