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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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      Client Relationship Advocate Interview

      Feb 13, 2023
      Anonymous employee
      Jacksonville, FL
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Fidelity Investments (Jacksonville, FL) in Nov 2022

      Interview

      First, I interviewed with the recruiter, then a manager. The recruiter was very helpful and I knew what to expect for each step. I reached out several times with questions and always got a prompt, friendly reply.

      Interview questions [1]

      Question 1

      This role is in a call center. Why do you want to work here and why are you a good fit for this role.
      Answer question

      Other Client Relationship Advocate interview reviews for Fidelity Investments

      Client Relationship Advocate Interview

      Jul 21, 2025
      Anonymous employee
      Jacksonville, FL
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Jacksonville, FL)

      Interview

      Three interviews, took awhile but it was a good experience overall. I was one of the last groups to have to do a math assessment I believe. That was difficult, but the interview themselves went well

      Interview questions [1]

      Question 1

      They asked about clients, how I can help, what I can do. They are very big on helping the client above all else
      Answer question

      Client Relationship Advocate Interview

      Jul 7, 2024
      Anonymous interview candidate
      Westlake, TX
      No offer
      Neutral experience
      Difficult interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Westlake, TX) in Jun 2024

      Interview

      Tough, It takes a couple weeks before they respond to the application. They take a while. It was a 2 step interview, background and credit check. If accepted, then drug test. First interview was a phone call. Second interview was a zoom interview with 2 managers.

      Interview questions [1]

      Question 1

      Why do you want to change industries and go into finance now?
      Answer question

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