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      Fidelity Investments

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      Fidelity Investments interviewsFidelity Investments Customer Service Associate I interviewsFidelity Investments interview


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      Customer Service Associate I Interview

      Aug 8, 2009
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Other Customer Service Associate I Interview Reviews for Fidelity Investments

      Customer Service Associate Interview

      Jul 29, 2025
      Anonymous Interview Candidate
      Merrimack, NH

      Application

      I applied through a staffing agency. The process took 1 day. I interviewed at Fidelity Investments in Sep 2007

      Interview

      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.

      Interview questions [2]

      Question 1

      What was one thing you thought was wrong with you.
      1 Answer

      Question 2

      Do you like to let steam out after a difficult phone call.
      1 Answer
      2
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Merrimack, NH)

      Interview

      The phone interview they ask you questions like how long you've been in customer service, let you know the hours the posting is for, and ask what your desired salary is. The second phone interview is the behavioral assessment, but I never made it to that part because I realized the hours would not work for me. (The hours on the posting were different from the hours they needed)

      Interview questions [1]

      Question 1

      How long have you been in customer service?
      Answer question

      Customer Service Associate Interview

      Oct 27, 2023
      Anonymous employee
      Westlake, TX
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied online. The process took 3 weeks. I interviewed at Fidelity Investments (Westlake, TX)

      Interview

      3 step interview process. Over the phone and then over Zoom. You will speak with a recruiter over the phone, a second one over Zoom, and then the final interview will be with upper management over Zoom. They’ll talk to you about culture, expectations, and day-to-day.

      Interview questions [1]

      Question 1

      They’ll ask about conflict resolution skills, customer facing experiences, and how well you handled situations you were placed in. You will be asked to describe the situations and how they were handled
      Answer question

      Customer Service Associate Interview

      Oct 25, 2023
      Anonymous Interview Candidate
      Durham, NC
      No offer
      Negative experience
      Average interview

      Application

      I applied online. I interviewed at Fidelity Investments (Durham, NC) in Sep 2023

      Interview

      The first interview went off without a hitch. I had done some research and had reviewed the materials they gave me to go over. They wanted me to fill out the background and credit check info and review materials more, which I did. over the course of two weeks I had dedicated approximately 8-10 hrs of study time for a position I wasn't even given. Second interview came around and the interviewer had the rudest attitude. they first asked me about my current job which I couldn't disclose full details of being medical industry related. They chastised me for not giving specifics. Then they asked me about the Series 7 and 63 exams, to which I explained the requirements of and subject matter; they insinuated I hadn't reviewed any material at all and told me to contact them to retry the interview when I was "actually prepared." Swell company, but they need someone else interviewing.

      Interview questions [1]

      Question 1

      Tell us about a time you had to tell a customer "no."
      Answer question