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      Fidelity Investments

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      Customer Service Representative Interview

      6 Dec 2019
      Anonymous interview candidate
      Jacksonville, FL
      No offer
      Negative experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Jacksonville, FL) in Nov 2019

      Interview

      The video interview was pretty easy IF you are comfortable with selling yourself at a moment’s notice. You have to be shark and articulate yourself well. I executed this perfectly. Even then the recruiter initially didn’t want to have me move on until I convinced her she wasn’t sure I understood the seriousness of the exam? Excuse me? I graduated from college I’m pretty versed in test taking. What was interesting is when she called to follow up with me about the mini assessment the recruiter was 15 minutes late abs ASR’s if I had a different area code phone number? Are you even looking at the right scores? Unfortunately when it came down to the skills assessment apparently I was at a “mid-level” scoring range in which I would have needed to score high range. Fidelity does not take into consideration differences in test takers and in all honesty I’ve graduated from college with a high gpa. I have higher level math with great writing skills. I find it very hard to believe those scores were average and I question how results and the scoring methods used. I even wonder if those were my scores period. Without having results it opens room for bias and need I say possible discriminatory factors going back to the aforementioned information I provided. Fidelity if you’re looking for the right person you just lost out on one who could have aided in the progression of this company. Also please get your recruitment together and ensure they are providing accurate information. The series 7 and 63 I’m pretty sure does not compare to this rudimentary assessment to prove anything. Skewed information and employee recruitment processes. It’s like a small scale standardized testing assessment in order to get into the private college; even then the test taker sees their scores. Total nonsense and you miss out on bright people and ultimately better production. You did me a favor by exposing your incompetences and inequalities!

      Interview questions [1]

      Question 1

      Tell us about a time you had to perform in a role or area you were not well versed in?
      Answer question

      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
      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

      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

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