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      Customer Service Representative Interview

      Feb 22, 2015
      Anonymous Interview Candidate
      Merrimack, NH
      No offer
      Negative experience
      Difficult interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Merrimack, NH) in Feb 2015

      Interview

      I had applied to Fidelity before, and never heard back regarding my applications until recently. I previously came from a similar company and was more than qualified. I was so interested in working for Fidelity that I was willing to take a huge pay cut to work there. I first had a phone screening for over an hour, with a recruiter. She was very nice and said it wasn't her job to make hiring decisions, so she could coach me and help get me further along in the process. It was a difficult screening, she asked a lot of behavioral questions, and really pushed me for great answers. After the phone call, I felt like I had a firm grasp on what they were looking for, and how to prepare. When I got the invitation to an in-person interview, I was very excited! I fully researched for one week. The interview was at the Merrimack NH office, there were a few other candidates waiting. We were greeted by a woman who was very pleasant and we were told we would be given a presentation by one of their top performers, and then each candidate would be taken to a room to be interviewed by two "hiring managers in training". The presentation was FANTASTIC, speaker was very engaging and funny. I felt good about my presence there, I was the ONLY ONE who asked questions. I was told by the presenter that my questions were great and that he loved the way I thought. It seemed I made a very good first impression. After the presentation, we were given a tour of the call center area. After the tour, myself and the other candidates waited for our managers to come get us for our interviews. While I was waiting, myself and the presenter spoke about my background, and he said it sounded like I would be a great fit. He also made a comment that the hiring managers had "saved the best for last" because I was the last one to be retrieved. THEY, without hearing what the presenter said, ALSO made the same comment. This further added to my confidence during the interview, since the hiring managers had an hour to peruse our resumes. I thought the interview itself went very well. Although I practice interviewing, I'm still a bit of a nervous speaker, until I've spoken for a few minutes. So I did give some nervous answers that weren't completely what I meant to say at first. However, I felt I did a great job with the questions and some of them were similar to those I was asked over the phone. I spoke from the heart, and felt I did a very good job of conveying my skills and experience. After the interview, the managers talked to me for 10 minutes while they walked me over to the security area, and took my temp badge. We shook hands and they said I would hear back very soon. When I left, I felt very happy about the presentation and interview. I felt I represented myself well. I figured a few nervous answers in the beginning would be understandable, we are all human. I thought for sure I would get a call back to say I had the customer rep job, or something else (since I also mentioned other positions I would be interested in). I got a phone call THE NEXT DAY, someone left me a message stating that I did not get the job, but that she had feedback to offer me. I called her back, and was utterly SHOCKED by the feedback I received. My words were SO CUT DOWN as being complete answers to questions, and the abbreviated answers I was told I gave were only a small part of what I said. When I corrected her and told her what I actually did say, very nicely, she said curtly, "Well I didn't call you back so that you could defend yourself, I'm just giving you feedback." I told her I completely understood but that I felt my words were very misconstrued and cut down. She said that the biggest question to them was "Why Fidelity?" because they hear all the time that they are a great company with great benefits, and they were looking for a better answer than "I need a job", which my long answer actually got cut down to. I couldn't believe it! I had told the interviewers that I had always been interested in Fidelity but never got a call back before (they actually apologized), and that of course I was anxious to return to work, and I couldn't think of a better place to work than Fidelity because of their products and services which I was passionate about. I can safely say that I have NEVER, in all my years, had the experience where I felt like I had the job in the bag, when in actuality it was the opposite. I also felt like the "feedback call" could have been handled better, as I felt I was disrespected due to the tone of the woman on the phone. If I had to give advice to someone who really wants to work there, it would be choose each word you say VERY CAREFULLY even if you have to ask for a pause, and practice your behavioral questions, especially if you get nervous. It was so important to me to interview for this company, but the way I was ultimately treated really devastated me.

      Interview questions [1]

      Question 1

      Why Fidelity? Tell me about your crowning achievement. Tell me about a time you had to deal with a difficult client. How would you feel about being micro-managed? How do you adapt to change? How well do you take criticism?
      Answer question
      17

      Other Customer Service Representative Interview Reviews for Fidelity Investments

      Customer Service Representative Interview

      Feb 15, 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

      Jan 26, 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

      Nov 16, 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