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      Fidelity Investments

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      Customer Service Representative Interview

      6 Apr 2015
      Anonymous interview candidate
      Albuquerque, NM

      Other Customer Service Representative interview reviews for Fidelity Investments

      Customer Service Representative Interview

      15 Feb 2026
      Anonymous interview candidate
      Merrimack, NH
      Declined offer
      No offer
      Negative experience
      Difficult interview

      Application

      I applied online. I interviewed at Fidelity Investments (Albuquerque, NM) in Apr 2015

      Interview

      I filled out an application online and they called me within a few days for a phone interview. We set it up for April 3rd at 11:00 Am. I did research on the company and all things considered felt I was prepared. She called at 11:15 AM which did not set with me well. She told me about the salary and stressed that "did I have" debts, a criminal back round, had I ever been discharged from a job etc. and then moved on to the questions which were mediocre in difficultly until the last and final question.

      Interview questions [1]

      Question 1

      The questions were pretty standard. Where do you see yourself in five years? Why do you want to work for Fidelity and how did you find out about this position? We were on the phone about 45 minutes and then she asked about if I had metrics or goals at my job and i said yes and explained some general goals we had as employees but were not assigned individual goals as it is a retail setting. She then asked me to give specific details of a phone call I had received at my job where I had to uncover an unspoken need that a customer had. Sorry no specifics in my brain. Something that I don't deal with but once every few years and with that it was over and she said she would not be asking me to move on with the interview process based on that. She also said I should work on my behavioral answers and reapply so I thanked her and said I would although I absolutely won't reapply. I didn't like the undertone in her voice and she sounded as though she could become irritated very quickly-don't know and its not important but I can move on and hope this helps someone who is a better fit for the company.
      Answer question
      8
      Neutral experience
      Difficult interview

      Application

      I interviewed at Fidelity Investments (Merrimack, NH)

      Interview

      Was quite a few interviews for a rather entry level job but the people seemed nice. Was hard to answer how I would study for something I had no materials for yet.

      Interview questions [1]

      Question 1

      How would you study for the FINRA?
      Answer question

      Customer Service Representative Interview

      26 Jan 2026
      Anonymous interview candidate
      Westlake, TX
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Westlake, TX)

      Interview

      Phone call interview and then panel interview. It was pretty average in difficulty and the whole interview process spanned about two months. I did my interviews virtually since I don't live there.

      Interview questions [1]

      Question 1

      Describe a time you worked with a team.
      Answer question

      Customer Service Representative Interview

      16 Nov 2025
      Anonymous interview candidate
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      Filled out an application and was sent an invitation to do video interview via email. The interview process seemed straightforward. The job description included having to pass an exam after a trial period.

      Interview questions [1]

      Question 1

      Video interview, which asked multiple behavioral questions.
      Answer question