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      Fidelity Investments

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      Financial Representative Interview

      18 Apr 2011
      Anonymous employee
      Merrimack, NH
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied online. The process took 3 months. I interviewed at Fidelity Investments (Merrimack, NH) in Apr 2011

      Interview

      Applied online via fidelity's career site. I was contacted with a 'screening call' with a few weeks. From there we scheduled the next phone interview with a recruiter. The recruiter was very helpful and nice. Make sure you have many 'behavioral question' answers prepared for the phone interview that specifically show your experience working in traditional customer service roles, ie interacting and solving a customers problem who is buying a product from you. Fidelity was a little unable to think outside the box when hearing my answers for those questions so make sure your answers are very traditional. After that, because I lived across the country, I had a phone interview with 2 hiring managers, who asked more leadership and knowledge questions. Typically I guess this interview takes place at their facility, as I was invited to Merrimack for a group presentation, time to meet a current employee in that position, 2 on 1 hiring manager interview and finally a aptitude (watson-glazer) test. Be sure to be professional and ask good questions during the presentation. I read you needed to know economy figures like unemployment and the S&P, but I was not asked anything about those. It was helpful that I was able to explain things like options during the interview at the facility. During the interviews be, of course, personable and professional. Also be sure that you do not talk to much but answer their questions with precise and quick answers (they are looking for good efficient workers for over the phone) I was called 2 days after interviewing in person with the good news that I would be getting an official offer the next week.

      Interview questions [4]

      Question 1

      Why Fidelity?
      1 Answer

      Question 2

      What are your goals?
      1 Answer

      Question 3

      What is world class or exceptional customer service?
      Answer question

      Question 4

      Name one time when you had to explain to a customer a complex situation and how you went about it.
      Answer question
      2