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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 Relations Advocate Interview

      3 June 2024
      Anonymous interview candidate
      Cincinnati, OH
      No offer
      Negative experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Cincinnati, OH) in May 2024

      Interview

      The company wants you to know what the difference between SIE, Series 7, and Series 63 licenses. They also want you to know more about the company and what they do.

      Other Customer Relations Advocate interview reviews for Fidelity Investments

      Customer Relation Advocate Interview

      2 May 2026
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Fidelity Investments

      Interview

      3 rounds of discussion. 1st was just intro and shared links of job requirements. 2nd was sharing interest in the job and final was 1 hr video which was mostly behavioral and past experience

      Interview questions [1]

      Question 1

      How did you handle a difficult customer?
      Answer question
      1

      Customer Relations Advocate Interview

      3 Apr 2023
      Anonymous interview candidate
      Jacksonville, FL
      No offer
      Neutral experience
      Difficult interview

      Application

      I applied online. The process took 2 days. I interviewed at Fidelity Investments (Jacksonville, FL) in Mar 2023

      Interview

      The lady was very nice but as I went along, seemed to be a bit condescending. Made it seem like the questions I was asking weren’t valid. Make sure to be SUPER specific with your answers because I had to wait a whole day for her to tell me that my answers weren’t specific enough and I didn’t get the position. Make sure to know WHY you want to get into the finance industry, because the answer “I’m just trying to get my foot in the door for the job title that has career development” isn’t enough. Most of it was them giving you a description of the job, as if you didn’t see all of the info basically studying for it.

      Interview questions [1]

      Question 1

      Why do you want to enter the finance industry? (Be specific) Tell, as specific as possible, about a time where you had to deescalate something at work
      1 Answer

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