I applied through an employee referral. The process took 2 weeks. I interviewed at Fidelity Investments (Covington, KY) in Sep 2015
Interview
I went through two interviews. One phone interview and one in person interview. The questions were pretty standard behavioral based questions. Nothing that you wouldn't see at any other interview. The atmosphere was fairly laid back and thankfully not high pressure.
My tips for a successful interview. If you are interviewing for any customer service role, make sure you have examples of where you have went above and beyond to serve a customer and when someone was went above and beyond to serve you. You will need a decent example for both of those and it has to be something more than your average McDonalds visit. Make sure you bring any and all customer service experience to the forefront. Focus heavily on the customer service part of any job you worked and als focus on any Financial Industry background you might have. Just note, having Financial Industry experience will give you an advantage, but you still will want to highlight your customer service background. They can and will teach you about financial products, but they can't easily teach you how to serve customers well. One last thing, wear a suit and tie. Everyone did in my group, and not wearing said attire will likely cost you your shot at the job.
Interview questions [1]
Question 1
Describe a past time where you received great customer service. What made it a good experience?
I interviewed at Fidelity Investments (Merrimack, NH)
Interview
The phone interview they ask you questions like how long you've been in customer service, let you know the hours the posting is for, and ask what your desired salary is. The second phone interview is the behavioral assessment, but I never made it to that part because I realized the hours would not work for me. (The hours on the posting were different from the hours they needed)
I applied online. The process took 3 weeks. I interviewed at Fidelity Investments (Westlake, TX)
Interview
3 step interview process. Over the phone and then over Zoom. You will speak with a recruiter over the phone, a second one over Zoom, and then the final interview will be with upper management over Zoom. They’ll talk to you about culture, expectations, and day-to-day.
Interview questions [1]
Question 1
They’ll ask about conflict resolution skills, customer facing experiences, and how well you handled situations you were placed in. You will be asked to describe the situations and how they were handled
I applied online. I interviewed at Fidelity Investments (Durham, NC) in Sep 2023
Interview
The first interview went off without a hitch. I had done some research and had reviewed the materials they gave me to go over. They wanted me to fill out the background and credit check info and review materials more, which I did. over the course of two weeks I had dedicated approximately 8-10 hrs of study time for a position I wasn't even given. Second interview came around and the interviewer had the rudest attitude. they first asked me about my current job which I couldn't disclose full details of being medical industry related. They chastised me for not giving specifics. Then they asked me about the Series 7 and 63 exams, to which I explained the requirements of and subject matter; they insinuated I hadn't reviewed any material at all and told me to contact them to retry the interview when I was "actually prepared." Swell company, but they need someone else interviewing.
Interview questions [1]
Question 1
Tell us about a time you had to tell a customer "no."