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      Fidelity Investments

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      Customer Service Representative Interview

      Apr 16, 2018
      Anonymous employee
      American Fork, UT
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Fidelity Investments (American Fork, UT) in Apr 2018

      Interview

      It took about a month, I submitted my resume and cover letter and got an email within a few days with instructions to record a short interview of 7 questions. The questions were very straight forward but it did help to prepare a little first. After completing the recording I got another email in a few days to set up a phone interview. The phone interview took about 45 minutes, they went over the position and asked a few follow up questions from the recorded interview. I then took an assessment test: 45 multiple choice questions with a limit of 45 minutes. It was fun, I wished it had more questions. There was another assessment that was not timed directed after completing the timed assessment. They scheduled a time to go over my results. After that, we scheduled a face to face interview with the hiring manager. I am currently out of state so we set up a webcam interview, it lasted about an hour and a half. We went over the job and what would be expected of me, he also asked more questions about my experience and past customer service examples. I was called the next day and offered the job contingent on passing the background check, credit check, employer verification and drug test. It sounds like a lot but they are just incredibly thorough.

      Interview questions [1]

      Question 1

      Have you ever disagreed with a supervisor's instructions, how did you handle it?
      Answer question
      4

      Other Customer Service Representative interview reviews for Fidelity Investments

      Customer Service Representative Interview

      Feb 15, 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

      Jan 26, 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

      Nov 16, 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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