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Fidelity Investments

Fidelity Investments Customer Service Representative (CSR) interview questions

based on 194 ratings - Updated Feb 24, 2026

Average interview difficulty

Mostly positive interview experience

How others got an interview

77%
Applied online
Applied online
13%
Employee Referral
Employee Referral
6%
Recruiter
Recruiter
2%
Staffing Agency
Staffing Agency
1%
In Person
In Person
1%
Campus Recruiting
Campus Recruiting

Interview search

194 interviews

Customer Service Representative Interview

Jan 28, 2019

Anonymous Interview Candidate

No offer

Negative experience

Average interview

Application

I applied online. The process took 1 day. I interviewed at Fidelity Investments (Jacksonville, FL) in Jan 2019

Interview

The hiring manager sent me email, for me to return the mail she sent with an appropriate time for a phone interview. Next, after the phone interview she set a test for me to take online and then after the test, she called back to go over the result of the test over the phone.

Interview questions [1]

Question 1

Why do I want to work for Fidelity?

1 Answer

Customer Service Representative Interview

Jan 17, 2019

Anonymous Interview Candidate

No offer

Neutral experience

Difficult interview

Application

I applied online. The process took 2 weeks. I interviewed at Fidelity Investments (Cincinnati, OH) in Jan 2019

Interview

I applied for a job online and one week later was invited to do a video interview. The video interview process was more difficult than I thought it would be, although they do give you a chance to do practice questions

Interview questions [1]

Question 1

Define world class customer service

1 Answer

Customer Service Representative Interview

Dec 6, 2018

Anonymous employee

Accepted offer

Positive experience

Difficult interview

Application

I applied through an employee referral. I interviewed at Fidelity Investments in Mar 2018

Interview

Rigorous and very competitive they asked a lot of questions and had me do an online recording, a phone interview, an in person interview and a background check. They also have you take a personality test.

Interview questions [1]

Question 1

Tell me about yourself

1 Answer

Viewing 131 - 135 of 194 Interviews

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Customer Service Representative - Greenwood Village, CO

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$48K - $50K /yr

(Employer provided)

View job

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Fidelity Investments interviews Fidelity Investments Customer Service Representative (CSR) interviews

Fidelity Investments

Fidelity Investments Customer Service Representative (CSR) interview questions

Average interview difficulty

Mostly positive interview experience

How others got an interview

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Customer Service Representative Interview

Customer Service Representative Interview

Customer Service Representative Interview

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