Questions at Fidelity Investments interviews
We analyzed 2,562 interview reviews for Fidelity Investments from various job sites, social network groups and forums.
Here are the most frequent job interview questions asked by HR managers during initial phone or onsite interviews. This list does not include technical or factual questions.
10 frequent non-technical questions at Fidelity Investments:
According to our research, hiring managers at Fidelity Investments ask soft skills interview questions 40% more than at other companies.
1. Tell me about a time when you've resolved a problem for a frustrated customer top question
How to answer
Customers are the lifeblood of any business. How you handle a disgruntled customer can make the difference between closing a sale and failing to do so. Or perhaps even worse the difference between keeping or losing a good customer.
It takes good people skills to handle such situations, and this question is a good opportunity to demonstrate your people skills.
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About Yourself
Think of a time when, as a customer, you had a problem with a company.
- How did you feel?
- How did you want to be treated?
- Was the situation resolved to your satisfaction? If so what was done to resolve it?
- If not, what went wrong?
Have you had experience in the past where you helped a frustrated customer? When you were on the serving side of the table, what did you do to make a real difference to the customer and their experience?
When considering this question, focus on your principles and your approach. You know that when customers are made to feel neglected and unimportant, they tend to get frustrated. You want to demonstrate to the hiring manager that you have the capacity to understand the customer’s problems and issues and can come up with a solution that best addresses their concerns.
Of course, this may not always be possible in your line of business or profession, but I guess you see what I mean - showing full attention greatly improves your chances of mitigating the situation.
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About The Company
Every company relies on customers.
Research the company you are applying to and try to find out what their standards of customer relationship or service are, as well as try to find out some real cases where the customers complained about the company, and what the company did to mitigate the situations (a possible source might be Yelp! or another social media platform).
Based on your research, how does the company treat customers? How do they resolve customer issues?
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About The Fit
How do you demonstrate to the interviewer that you can WOW the customer by making their situation better for them as well as helping the company maintain good customer relations? Mr. Simon recommends using the Present-Past-Present method.
There are many ways to apply this approach. For example you can start with the Present emphasizing that your approach to good customer service always starts with your great listening skills that enable you to fully understand the customer’s situation.
Next go back to the Past for an example of just how you were able to resolve a frustrating situation for a customer. Focus on a situation in which you listened to and understood the problem and were able to resolve it and prevent the loss of the customer’s business.
Finally come back to the Present to discuss how your skills and experience in handling frustrated customers will be a real asset to the company going forward.
Pro Tip
A disgruntled customer generally just needs someone to listen to them.
The three A’s of customer service can help diffuse the difficult situation:
- Acknowledge - what the other person is feeling,
- Apologize - for the way the other person is feeling,
- Admit - that there was an issue that you are working on to get it resolved.
Add the extra “A” - Ask for the customer's contact information so you can update them on any progress on their issue.
Statistics
This question is asked 2.5x more frequently at Fidelity Investments than at other companies.
2. Tell me about yourself
How to answer
Most job candidates expect this to be one of the first interview questions and probably think of it as an “icebreaker” to get the interview started. It is much more than that! It is your opportunity to show the interviewer your relevance for the job. You want the employer to know that you are qualified to do the job, you are interested in doing the job and capable of getting it done.
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About Yourself
What is your current occupation? Define yourself professionally in one statement.
Pick 3 key skills that make you great at your work (your Key Selling Points). How have you applied these skills?
Try to give some numbers to support your statement.
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About The Company
Your first step is to Research the company to find out as much as you can about what they do and their approach to their business and their employees.
Based on what you know about the company and the job description, why are you interested in the position you are applying for?
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About The Fit
Now is the right time to show the fit between your skills and the company's requirements. Your answer works best if you emphasize your relevance. How do you do this? You will have already researched the company, studied the job description to identify their needs and possible pain points and prepared the relevant Star Stories that show how you addressed similar issues in the past. Your next step is to develop your Present-Past-Present approach.
Start with the Present. Focus on the skills and experience from your most recent positions. What has enabled you to get the job done successfully and how this relates to what the employer is looking to accomplish.
Next go back to the Past. Here is where your Star story comes in. Explain how you were able to use your skills and experience to accomplish a task that relates to an area of concern for the employer.
Finally come back to the Present – summarizing the lessons you learned and how they shaped your response and approach today.
Remember, the whole conversation is about the present, not the past. Just one sentence can summarize why your approach works, and its applicability and relevance to this position.
Pro Tip
You can also end with a question like:
“Do you know what the current needs in the company/department are, where my skills and experience can help?”
That can help you learn more about the company and the job, turn the “interrogation” into a conversation and will allow you to relax some tension.
Read our blog post to learn more about how to answer this question.
Statistics
This question is asked 33% less frequently at Fidelity Investments than at other companies.
3. Describe a time you went above and beyond for a customer
How to answer
Good customer service is the expectation, it is the norm. When the interviewer asks this question, they want to know how your skills have enabled you to take that extra step to provide the kind of service that make you and the company you work for, great in the eyes of your customers.
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About Yourself
Think about a time you were the customer, how were you treated when you had a problem or issue that needed to be resolved? Did the company solve your problem with great service and a memorable experience?
Now think about a time you had to help a customer. What did you do to make that experience unforgettable for them?
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About The Company
Think carefully about the company and what they are looking for. Read online reviews and any other available information.
- What are their standards for treating customers?
- What complaints have you seen that can give you a hint of some of the challenges associated with customer service?
- How focused is the job description regarding customer service functions? This will give you a strong hint that customer service is an area to be aware of for the upcoming interview.
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About The Fit
A great way to show your fit for the job is to use the Present-Past-Present method in answering this question. The following is an example of how you might apply this approach:
Start with the Present by telling the interviewer what skills you have that will ensure the best customer experience. These might include attributes like patience, listenting, attentiveness or any other customer service related skills you might possess.
Next go back to the Past to tell a story of how you went above and beyond for a customer. Use the STAR method to help frame your story and be sure to bring your skills into the narrative.
Finally, come back to the Present to describe for the interviewer how you will bring your customer service skills to the job you are applying for, to help ensure that the company can always rely on you to provide the highest level of customer service.
Pro Tip
Showing you have compassion and empathy for customers is always an excellent way to answer the question. However, always remember to frame your answers in terms of how the company addresses these issues.
Statistics
This question is asked 4.1x more frequently at Fidelity Investments than at other companies.
4. What is your greatest weakness?
How to answer
This question ranks as the most challenging for many people. Fortunately, Mr. Simon is here to help!
Interviewers are not out to trick or trap you! They ask this question to gauge your level of self-awareness, your honesty and openness, and your capability for self-improvement.
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About Yourself
No one is perfect and your interviewer doesn't expect you to be perfect either.
While it is good to be honest and open, it will not help you to put yourself down.
What's important is to find a weakness that you have overcome. How you turned what might be considered a negative into a positive.
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About The Company
Research the company (website, social media, etc) to learn about the company culture.
What personal and professional qualities do they value?
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About The Fit
This is the time to clearly state a true weakness that you have overcome.
Be as specific as possible and stay away from vague cliches like “I work too hard.” It would be difficult for anyone to try and explain how they overcame a weakness like that
Mr. Simon emphasizes the Present-Past-Present method of responding to behavioral questions. When you are asked about your greatest weakness, you should be able to successfully use this approach as well. Here is an example of how someone might answer this question.
Present - "I have always had a fear of public speaking, and believe this may have held me back in my career, especially when having to make presentations to management."
Past - "Last year I learned about Toastmasters International and decided to join this group to help me gain confidence in myself and improve my ability to present to others in just about any situation."
Present - "By overcoming this weakness I believe that it has made me a much stronger candidate for this position, someone you can count on to make presentations to management, conduct training and communicate at a high level."
It's important to show how well you've overcome a weakness by motivating yourself and learning a new skill to grow professionally.
Pro Tip
Use this question to sell yourself!
Statistics
This question is asked 22% less frequently at Fidelity Investments than at other companies.
5. Where do you see yourself in 5 years?
How to answer
This question belongs to a family of behavioral, or even more precisely, reflective questions.
The interviewer wants to learn two things about you by asking this question.
- They want to know what you think about the job you are applying for. Remember, they are interviewing you for the job that's open right now. Are you a good fit and will you do a good job for them?
- Just as important, they want to get an idea of your ambitions and goals for yourself and if your goals align with their needs, especially going into the future.
In this way the employer should see how you see yourself today, and whether you are ambitious and strive to grow as a professional, and whether you like to learn and develop your skills.
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About Yourself
What challenges do you like overcoming? Where are you starting from and where might you be going?
For example, let's say the position you are applying for is junior accountant. It includes a wide range of tasks such as basic bookkeeping, financial analysis, and reporting. If accounting is your chosen field, then you would most likely want to move in the direction of obtaining your CPA so that you might step up to more responsibility as an accounting manager or senior auditor within the next 5 years. Your responses should make sense in how you see yourself growing in your professional career.
However, at this point, if you are happy just where you are and want to further your current skills, that is also fine as long as there is a growth path for you that can be imagined and described.
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About The Company
Research the company to learn what career opportunities may be available in the department you are applying to, and what the trends are in the company in general.
- Is the business expanding, are they opening new locations, or starting new projects?
- Or are they heavily automating and cutting staff?
Let’s say you are applying for a UX designer position for a brand-new product.
In the future, if the product becomes a success - which is what the company hopes for - the company will hire more designers and you may become a lead designer, or you may become a product manager.
On a side note: If you train your mind to be open to opportunities you will be amazed at how much this world has to offer to you!
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About The Fit
And, of course, try to see where the perfect fit lies between your own potential and aspirations, and the company’s trends and hopes.
However, beware of the risk of showing too much excitement for future opportunities compared to your attitude towards the current position.
As we said earlier, you must show interest and enthusiasm for the position you are applying for. If the interviewer senses that you are more enthusiastic about future growth than about the current position, they may conclude that you are not the right person for the job at hand.
Pro Tip
This question gives you a good opportunity to showcase your Key Selling Points (e.g. “As I am very good at delegating tasks, I can easily see myself leading a team of software testers in the future…”), and end your statement by asking about current initiatives and goals at the company.
In thinking about the possibilities that may lie ahead, you also might want to consider taking a personality test (I recommend 16Personalities which is based on the Myers-Briggs test), research the internet on what career paths are possible with your skills and current job.
It is generally NOT a good idea to say something like:
“Oh, I cannot imagine what happens to me tomorrow, let alone in 5 years”.
This will show you as a person who is unimaginative and not forward-thinking enough to grow with and be a good fit for the company.
Statistics
This question is asked 42% less frequently at Fidelity Investments than at other companies.
6. Tell me about your greatest professional accomplishment
How to answer
Of all your accomplishments (and I am sure you’ve had a great many of them!), you should choose the one most relevant to this job position.
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About Yourself
In preparation for answering this question, list the top 3 professional accomplishments that you are most proud of. No need for lengthy descriptions, just a sentence or two for each one to help you recall each situation.
Write down your Key Selling Points - your top 3-5 skills that make you a strong professional.
Make sure you have developed the story behind each accomplishment and have a strong command of the details of what happened so that you can tell the story clearly and distinctly.
Along with each accomplishment, mark which of your Key Selling Points they showcase. How exactly?
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About The Company
Based on your research of the company, what are their current needs?
- What are the major projects going on?
- What are the expectations for the position you are applying for?
- Think about which of your accomplishment stories best fit their needs and expectations?
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About The Fit
Once you have decided on the appropriate accomplishment story, think how you will relate it in an interview and how you will make it relevant to the the job you are seeking. One approach is to use the Present-Past-Present technique.
Let's say that the accomplishment was leading your team in installing a new billing system and bringing it in on time and under budget.
You might start off in the Present by talking about the importance of having good leadership skills.
Then move to the Past to relate your story about how you successfully lead your team in accomplishing the objective.
Finally, come back to the Present to address how you will be able to help them reach their goals (the ones you learned about when researching the company) going forward.
Be sure to keep practicing your accomplishment story until it flows naturally and convincingly.
Pro Tip
Most enterprises are now going through major transformations, often called Digital Transformation.
Do your research on what it means and what is often involved, to get a better idea of the current goals and environments in companies. But one thing that definitely characterizes this transformation is striving for agility.
Whether the prospective employer is a long-established company or a startup, they are looking for people who demonstrate qualities like agility and adaptability, which are generally considered to be both helpful and quite a safe choice in most circumstances today.
Statistics
This question is asked 80% more frequently at Fidelity Investments than at other companies.
7. How would you handle a customer with difficult behavior?
How to answer
People skills are highly valued in every company, especially in a company that occasionally deals with difficult customers. It is important to show how you can manage difficult personalities.
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About Yourself
Look back on your experience. Have you dealt with a difficult or disruptive customer? Remember how you diffused the situation and how you turned things around.
- Do you have certain principles, or methodology, to deal with difficult people?
- Do you have strong people skills, are you good at conflict resolution?
- Are you high on emotional intelligence? Can you give an example?
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About The Company
- What have you found about the company and its culture?
- What have you learned about how the employees value each other?
- How do they treat their customers?
- Knowing their line of business or industry, what can be some examples of difficult customers?
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About The Fit
When a question like this asked in an interview, it is an indication that you will probably encounter difficult customers, or other difficult stakeholders while working for this company.
This would be an excellent opportunity to use the Present-Past-Present approach to respond to this question.
Start with the Present. Speak about your “conflict resolution” skills and how you apply these today.
Next go back to a Past situation - remember your Star Stories to relate a relevant situation that happened in a previous job where you resolved a problem for a difficult customer.
Finally, come back to the Present, summarizing what you learned from past experiences and how you will apply them to the job you are interviewing for today.
If you can give an example of how you handled a difficult person in the past in a situation similar to what this company may require from you, this will strongly increase your chances of showing yourself as a good fit.
Pro Tip
One methodology for diffusing a difficult situation is called “the triple A” approach:
- Acknowledge - what the other person is feeling,
- Apologize - for the way the other person is feeling,
- Admit - that there was an issue that you are working on to get it resolved.
If the difficult situation involves a customer, it would add that extra touch if you added another "A" to your approach by Asking for the customer's contact information so you can update them of any progress on their issue.
Statistics
This question is asked 23% less frequently at Fidelity Investments than at other companies.
8. Walk me through your resume
How to answer
This question is often asked at the beginning of the interview.
The interviewer wants to hear a brief overview, a summary of your professional experience, in order to have a starting point from which they can dig deeper.
Structuring your answer wisely gives you a good chance to emphasize your Key Selling Points and to channel the conversation in the direction you want.
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About Yourself
Print out your resume. For each of your recent job experiences (at this point do not go back more than 5 years), write down 3-5 key points at which you feel you are strong.
For example, for your current (or previous) job, you may want to list skills like “Excellent presentation skills,” “Employee Engagement guru,” “Analytical skills,” “Attention to detail” (they don’t have to be all soft skills, but being aware of at least a few of your strong soft skills is important). Make sure you have examples for each of your statements.
If you have difficulties to think of these points, search online for job descriptions for similar job roles, and figure out which of those keywords appeal to you. Look for people on LinkedIn that have jobs similar to the one you are applying for. Their profiles often contain many keywords that you can use in response to this question.
Now that you’ve gone through all your recent experiences, are there any points that repeat more often than others, or are especially important to you? These are candidates to be your Key Selling Points -highlight 3-5 of them.
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About The Company
Research the company and the role for which you're being interviewed. When researching the company, find out what skills and qualities they value the most. Carefully consider the job requirements. What is it that you will be responsible for?
Now, write down 3-5 keywords from the job description that you find of utmost importance for this job role.
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About The Fit
Try to establish the match between your own highlighted keywords, and those of the job description. These are your Key Selling Points! You should normally limit yourself by 3-5 such keywords or phrases.
Now, craft a story based on your career history. You don’t have to go in chronological order - you can start with your current or last job experience, and then go back to your previous ones, or focus on just the experiences that are relevant to your story, and only briefly mention the less relevant ones and only if needed.
Select one point to highlight for each phase of your career. Make sure you ingrain your Key Selling Points in the interviewer’s memory - after the interview is over, you want them to remember you as someone who is strong at XYZ, or experienced in A, B and C.
It's okay to focus more on stellar achievements and brag a little bit about them.
Pro Tip
Don't bore the interviewer by going through your resume line-by-line.
Instead, WOW them by succinctly (keep it within 2 minutes) telling a story of how your career path has brought you to this point and how you are the best candidate for this role.
Super tip: The more you practice with Mr. Simon, the better you'll be at telling WOW-worthy succinct stories!
Statistics
This question is asked 78% more frequently at Fidelity Investments than at other companies.
9. Tell me about a time when you went out of your way to satisfy a customer. What was the outcome?
How to answer
The interviewer asks this question to see if you know the difference between simply providing the kind of service any customer should expect and really understanding the cusomer's needs and wants. Showing that you know the difference and can demonstrate this by example will confirm how great your customer service skills are.
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About Yourself
Think about a time you were a customer seeking help with a problem. How were you treated? Was your experience what you expected? Did the customer service representative make this a good or great experience for you?
Now think about the times you had to help a customer. What did you do to make that experience unforgettable for the them? How did you exceed expectations?
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About The Company
Think carefully about the company and what they are looking for. What are their standards for treating customers?
Look for reviews online (such as Yelp) that can help you identify how they treat their customers? Very positive reviews would suggest that the company places a strong emphasis on great customer service.
Double check the job description for evidence of the importance they place on customer service.
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About The Fit
Use the Present-Past-Present technique to answer this question.
Start with the Present by emphasizing your customer service skills and how important you think they are in not just meeting the customer's immediate needs but also retaining that customer for the long haul.
Next, go back to the Past to relate a time when you went out of your way to help a customer. Here, for example is how this might be related. "I was working late one night and the rest of my staff had gone home when a good customer called with a serious problem accessing his laptop. I stayed with him both online and on the phone for almost two hours to correct the problem and get him back up and running. The next day he called my boss to tell him how grateful he was that I was able help him with his issues. By the way he is still a very good customer."
Finally come back to the Present to underscore how you will not only bring great customer service to the new job but will work hard to instill this in everyone you work with.
Be sure to use the STAR method to craft your story.
Pro Tip
Showing you have compassion and empathy for customers is always the best way to answer the question. However, always remember to frame your answers in terms of how the company addresses these issues.
Statistics
This question is asked 2.6x more frequently at Fidelity Investments than at other companies.
10. Tell me about a time when you had to work with a difficult or disruptive person. It may be a client, manager, or coworker. How did you handle the situation? What was the outcome?
How to answer
People skills are highly valued in a company. It is important to show how you can manage difficult personalities, especially if you are applying for a job that involves teamwork, or a lot of interactions with clients.
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About Yourself
Look back on your experience. Have you worked with a difficult or disruptive person? Remember a few such situations and how you diffused them and turned things around. What are your approaches to resolving conflicting situations at work?
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About The Company
- What have you found about the company and its culture?
- What have you learned about how the employees value each other?
- How do they treat their customers?
- Do they have any specific standards and policies?
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About The Fit
Using what you found about the company, choose one of your examples that fits best with the company standards and share your story.
If it's a customer, how did you turn things around and made a customer happy?
If it's a coworker, how did you diffuse a tense or difficult situation?
Pro Tip
Use the triple A of diffusing a difficult situation:
- Acknowledge - what the other person is feeling,
- Apologize - for the way the other person is feeling,
- Admit - that there was an issue that you are working on to get it resolved.
If it is a customer, it would add that extra touch if you "Ask" for the customer's contact information so you can update them of any progress on their issue.
Statistics
This question is asked 53% more frequently at Fidelity Investments than at other companies.
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This page has been updated on July 17, 2024.
