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      Fidelity Investments

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      Related searches: Fidelity Investments reviews | Fidelity Investments jobs | Fidelity Investments salaries | Fidelity Investments benefits | Fidelity Investments conversations
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      Customer Service (CSR) Interview

      21 Jul 2023
      Anonymous interview candidate
      Salt Lake City, UT

      Other Customer Service (CSR) interview reviews for Fidelity Investments

      Customer Service Representative Interview

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

      Application

      I applied online. I interviewed at Fidelity Investments (Salt Lake City, UT) in Jul 2023

      Interview

      TOO MANY STEPS. TOO MUCH TIME INVESTED JUST TO GET TO A 1 hour Interview! Not a good ROI. I spent hours researching the company and job before I even applied. Then invited to 45 min phone interview with recruiter, who was literally the main and only positive of this whole thing. We discussed my experience, next steps, and preparation time for the final interview with hiring managers they call “talent champions” called a behavioral interview. Then had 30 min follow up call with recruiter who gave me 2 assignments that took me an hour each to complete. (1 is supposed to show you what working in the job really looks like and the other was fake license exam) After follow up call and additional interview coaching and preparation hiring manager interview was scheduled. Horrible. I literally had spent 5 hours over the whole process preparing for this 1 meeting. It was on video. They were late. The questions they asked were relevant but the whole thing felt like an interrogation. After about 2 days the recruiter let me know I was not selected and gave me the feedback that I was TOO detailed with my answers and did not express my passion for the role enough, per the “talent champions”. I was devastated. She let me know she enjoyed the experience and that I was invited to apply again in 6 months. I am so disappointed that Fidelity has such a grueling process. Makes recruiter be interview coach over 2 calls yet lets a 1-hour video interview with the managers trump all of that and the hard work put in just to get there. All in all I estimate that I spent a good 8 hours preparing for 1 hour of my life with 2 people I never met to decide if I’m good enough? Thanking the recruiter for sure yet if this experience is any indication of what it’s like to work there, no thanks.

      Interview questions [1]

      Question 1

      What is your learning style?
      Answer question
      1
      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