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    Not the right career for you?

    Reviews

    Over 22150
    5 Star Reviews
    "I liked how there was a little video provider before starting the tasks. I also liked how it also provided the helping keys and information on how to do the each task. It helped in improving the speaking skills and how to talk to a customer."-- Student from My institution is not listed
    "What I have learned from the Fidelity Investments job simulation and its homepage is that I will have a vast variety of day to day problems or concerns from our clients that can range from a simple password reset, to something more advanced like conducting trades on behalf of a client and/or helping them with the best knowledge and resources for th..."-- Student from My institution is not listed
    "By giving a tip of the ice berg experience it allows for me to imagine a day in the life of a customer relations role in Fidelity."-- Student from University of New Hampshire, Durham
    "It was a smooth experience that really helped understand this role with Fidelity. The information is clear and concise."-- Student from Community College of Rhode Island
    "it took a decent amount of time for me to finish and was convenient for me with the instructions being given to me being clear"-- Student from New City College
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    Introduction from Fidelity Investments

    Tasks in this program

    Task One: Password Reset
    20-30 mins
    Introductory
    Helping Fidelity customers achieve financial dreams
    What you'll learn
    • How to actively listen and uncover additional needs by asking questions
    • How to personalize each conversation by showing empathy and acknowledging life events
       
    What you'll do
    • Watch “Going Inside the Call” to catch our associates in action
    • Answer multiple-choice questions based on a call script with a customer
    Customer Service
    Customer Service

    Why complete this job simulation

    A risk-free way to experience work on the job with us at Fidelity Investments. Practice your skills with example tasks and build your confidence to ace your applications.
    Self-paced30-60 minsNo gradesNo assessmentsIntermediate

    Welcome to the Fidelity Investments Customer Service Job Simulation! We are so excited to have you here!

    Fidelity Investments is a financial services company with a mission to strengthen the financial well-being of our clients through exceptional service and innovative solutions. From investing to financial planning, we help our customers achieve their unique financial goals and needs. When it comes to supporting our customers, it’s all about building relationships. Our associates connect with customers by listening and acting with empathy in order to understand their long-term goals. In short, We Help People. 
     

    During this program you will have the opportunity to experience how our associates deliver on Fidelity’s mission, and complete tasks that replicate what our associates do every day. You’ll learn how to: 

    Actively Listen and Build Relationships with Clients

    Provide Excellent Customer Service in Various Scenarios

    Utilize Digital Resources to Help Provide Solutions for our Clients


    We hope that this program will help you to strengthen and align your talents as you continue to explore a potential career with Fidelity Investments. 
     

    Skills you will learn and practice:
    Active Listening
    Communication
    Customer Service
    Research

    How it works

    Complete tasks guided by pre-recorded videos and example answers from our team at Fidelity Investments. No live sessions, all self-paced.
    Earn a certificate and add it to your resume and LinkedIn as an extra curricular activity.
    Stand out in applications. Confidently answer interview questions and explain why you’re a good fit for our team.
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    Get Career Ready

    Complete work that simulates life on the job. 30-60 mins and self-paced.
    Stand out in your application to Fidelity Investments. Show us you're a motivated candidate.

    Get Career Ready

    Complete work that simulates life on the job. 30-60 mins and self-paced.
    Stand out in your application to Fidelity Investments. Show us you're a motivated candidate.
    Company Logo

    Customer Service

    Manage customer relations at Fidelity Investments

    Client Services Free 22150+ 5 Star Reviews