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      Fidelity Investments

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      Related searches: Fidelity Investments reviews | Fidelity Investments jobs | Fidelity Investments salaries | Fidelity Investments benefits | Fidelity Investments conversations
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      Customer Relationship Advocate Interview

      10 Oct 2017
      Anonymous employee
      Accepted offer
      Positive experience

      Other Customer Relationship Advocate interview reviews for Fidelity Investments

      Customer Relationship Advocate Interview

      10 June 2026
      Anonymous interview candidate
      No offer
      Neutral experience
      Average interview
      Average interview

      Application

      I applied online. I interviewed at Fidelity Investments

      Interview

      First applied online. Then received follow up after a few days asking to complete a video interview. After completion of video interview recruiter reached out for phone interview of about 30 minutes following up on video interview and answering questions about position and company. Then and in person interview was scheduled.

      Interview questions [5]

      Question 1

      What is your knowledge of Series 7 and 63?
      Answer question

      Question 2

      What is a time you provided excellent customer service?
      Answer question

      Question 3

      What are some skills that fit well with this position?
      Answer question

      Question 4

      Why Fidelity?
      Answer question

      Question 5

      Are you willing to undergo background check, previous employment review, drug test to comply with all company policy?
      Answer question
      12

      Application

      I interviewed at Fidelity Investments

      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

      3 June 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

      7 May 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