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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 Representative (CSR) Interview

      4 Feb 2022
      Anonymous interview candidate
      American Fork, UT
      No offer
      Negative experience
      Difficult interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Fidelity Investments (American Fork, UT) in Jan 2022

      Interview

      After applying, they have you do a video interview through your email of you recording yourself, You verbally say your answers and submit your recordings. Then they do a phone interview with you. Then you do an assessment test online which was 45 min timed with 45 questions, mixture of word math problems, and knowing the definitions of words you never heard of that isn't in regular vocabulary and knowing the opposite meaning. Then they follow up with your assessment to decide if you pass or not and move onto the live virtual interview with 2 managers. During the interview, apparently they want really good stories of showing excellent customer service and telling the customer's side (like what they said exactly). Then they said we'll let you know in a week. So overall, very long process, while turning down other job offers to give this one a chance, for them to make me wait a week after the last interview to tell me no. Over an assessment that has nothing to do with the actual job duties, I know someone that works there, and the assessment is not even similar to the actual work you're doing. You'll have better luck landing a job here if you're already licensed beforehand, and don't tell other jobs no until Fidelity says yes. Which their interview process is like around a month long.

      Interview questions [1]

      Question 1

      How will you prepare for the exams? Tell me a time you demonstrated excellent customer service? (use the STAR method) Why do you want to work at Fidelity?
      Answer question

      Other Customer Service Representative (CSR) 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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