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      Fidelity Investments

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      CSA - Customer Service Associate Interview

      22 Apr 2024
      Anonymous interview candidate
      Smithfield, RI
      No offer
      Negative experience
      Difficult interview

      Application

      I applied online. I interviewed at Fidelity Investments (Smithfield, RI)

      Interview

      It was a weird interview. The job description said they could train anyone but it was clear they were looking for a certain person. The job requires a lot of commitment to studying for the financial test and they expect that to start before you even have the interview.

      Interview questions [1]

      Question 1

      Did you study for the interview?
      Answer question
      1

      Other CSA - Customer Service Associate interview reviews for Fidelity Investments

      CSA - Customer Service Associate Interview

      10 July 2025
      Anonymous interview candidate
      No offer
      Neutral experience
      Difficult interview

      Application

      I applied online. The process took 5 months. I interviewed at Fidelity Investments in Nov 2023

      Interview

      The interview starts with a phone call from a rep essentially. Make sure you are researching about Fidelity as this is a huge thing with them. They want to know exactly to the T why you want to work there and why they want you. They will interview you and then if you get to the next step you will be interviewed by a a manager. If this goes well you will go to the last round which is one more big interview with two hiring people.

      Interview questions [1]

      Question 1

      Describe a time you had to handle a difficult client. What did you learn from this?
      Answer question

      CSA - Customer Service Associate Interview

      14 Nov 2022
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. I interviewed at Fidelity Investments

      Interview

      Long and tedious, takes several months to complete. This consists of several online evaluations and an in person interview. There is a deep dive into your financials, credit and criminal record.

      Interview questions [1]

      Question 1

      If your learning process is adaptable.
      1 Answer

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