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      Fidelity Investments

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      Customer Service Representative Interview

      18 Sept 2013
      Anonymous employee
      Westlake, TX
      Accepted offer
      Neutral experience
      Difficult interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Fidelity Investments (Westlake, TX) in Aug 2013

      Interview

      It took 2 weeks from the online application to get a call from a recruiter who scheduled a screening phone interview. Phone interview was a 30 min interview with another hour long phone interview with another recruiter. 1 week later there was an other interview in person at the fidelity facilities. The entire process took 2 hours, included tour and presentation followed by an in person interview. It takes 7-10 days for an offer to be extended. The interview is not really difficult. The format of the interview was unexpected. I was expecting a 1:1 interview but ended up with two managers interviewing me. (on a sidenote, they may try to good cop bad cop you. Do NOT let that get to you).

      Interview questions [1]

      Question 1

      How have you dealt with underperformers on your team as a team lead?
      1 Answer
      1

      Other Customer Service Representative interview reviews for Fidelity Investments

      Customer Service Representative Interview

      15 Feb 2026
      Anonymous interview candidate
      Merrimack, NH
      Declined offer
      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

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