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      Fidelity Investments

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      Customer Service Representative Interview

      15 Apr 2017
      Anonymous interview candidate
      Denver, CO
      No offer
      Negative experience
      Average interview

      Application

      I applied through an employee referral. The process took 2 months. I interviewed at Fidelity Investments (Denver, CO) in Mar 2017

      Interview

      First and foremost, I didn't apply for this role was told that without a Series 7 license I'm ineligible to interview for ANY sales job with Fidelity. I've had my Series 6 and 63 for ten years...sold Individual and Group retirement products...this is a terrible rule in my opinion. Taking a few steps back in my timeline, I applied to three jobs in mid January and heard crickets chirping until I reached out to my friend and colleague who current works for Fidelity. She was able to reach her contacts and a front line HR rep called me two weeks later. My interactions with her were pleasant overall. In Mid-February I completed the initial phone screening and competency test. The phone screen takes and hour and the competency test the same. This test was easy in regards to the content but timed and set up to make you rush through. Upon completion of step 1 and 2, I interviewed with two managers at the Denver Tech center location. The building is great, people seem nice, and overall vibe tries to be modern but it is still a concrete box and cubical life. Early March, the in person interview was sub-par. The questions didn't flow, the two people sitting across from me have done it four million times and could care less, and the process seemed forced and without any connection. One question basically asked me to predict the future.... Mid March, I emailed my HR contact since I didn't hear anything in two weeks. She finally reached out and left a voicemail.

      Interview questions [1]

      Question 1

      I had maybe a dozen different streams of interview questions where they start with one and ask more based upon the answer you give. A few times the conversation stalled they ask you if you have any questions about Fidelity. Be sure to bleed Fidelity before you even work here...they really loved the why are you choosing Fidelity? What brought you here today?
      Answer question
      4

      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

      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
      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