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    Reviews

    Over 22150
    5 Star Reviews
    "Having the opportunity to see a sample size of what I would be doing on a daily basis when starting out with the company."-- Student from University of Massachusetts at Dartmouth
    "In my opinion, the simulation test was very user-friendly and used reliable resources that will successful provide future applicants with a prominent idea of what Client Services and what Fidelity offers."-- Student from Winston-Salem State University
    "I enjoyed how I was given the chance to dive into a couple actual call logs and experience how a true Fidelity Call goes."-- Student from Tarrant County College District
    "I liked how the program is easy to use, interactive, and showed me what I would be looking at in regards to a role with fidelilty"-- Student from Southern Utah University
    "the precise information given and the real-life simulation made the program very relatable and enjoyable. I wish there were more simulations I could go through from Fidelity Investment."-- Student from ALX Africa
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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