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      Fidelity Investments

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      Customer Relationship Advocate Interview

      Aug 19, 2024
      Anonymous Interview Candidate
      No offer

      Other Customer Relationship Advocate Interview Reviews for Fidelity Investments

      Customer Relationship Advocate Interview

      Jun 10, 2026
      Anonymous Interview Candidate
      No offer
      Neutral experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments

      Interview

      Initial screening interview over the phone. It less interviewy and more so the hiring manager preparing you for the final interview and explaining the logistics of the position (pay, training process, start day, background check process). I'm about to have a final interview over zoom.

      Interview questions [5]

      Question 1

      Thinking back to a time when you had to learn a large amount of content in a short amount of time, how did you approach learning the material, and how were you successful?
      Answer question

      Question 2

      When you think about providing excellent customer service what attributes do you feel are most important?
      Answer question

      Question 3

      Thinking about building rapport and having to do that quickly, how would you say that you’re typically able to do that?
      Answer question

      Question 4

      What are your top three strengths?
      Answer question

      Question 5

      Tell me about a time you were given feedback and how you implemented it. About a time you got constructive criticism...
      Answer question
      2

      Interview

      First Screening, then one interview with hr rep then one final interview. First two went well as did the last one, but got ghosted and then called about 4 months later telling me i did not get the job.

      Interview questions [1]

      Question 1

      Why a client facing role?
      Answer question

      Customer Relationship Advocate Interview

      Jun 3, 2026
      Anonymous Interview Candidate
      Smithfield, RI
      Declined offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Smithfield, RI)

      Interview

      Overall, this was a great interview process. The hiring managers ensured that the final interview was conversational and that I was comfortable throughout it. I also really appreciated how helpful the recruiter was.

      Interview questions [1]

      Question 1

      They asked about a time I experienced good customer service.
      Answer question

      Customer Relationship Advocate Interview

      May 7, 2026
      Anonymous Interview Candidate
      Covington, KY
      Declined offer
      Positive experience
      Average interview

      Application

      I interviewed at Fidelity Investments (Covington, KY)

      Interview

      2 separate interviews. 1 phone call and 1 zoom meeting. The zoom meeting was with 2 people. Both were very kind and created a welcoming atmosphere. Each one asked unique questions but the conversation involved everyone
      1