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    Not the right career for you?
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    Introduction from Fidelity Investments

    Customer Service

    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

    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.
    Customer Service
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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 21850+ 5 Star Reviews

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    Reviews

    Over 21850
    5 Star Reviews
    "I really enjoy the virtual training program because it gives you a real understanding of the work you will be doing within the customer relationship advocate role. I believe that this is a fun interactive way to learn and navigate through the resources provided to retain and display the information you researched. This was a phenomenal way to sharp..."-- Student from Southern New Hampshire University
    "I appreciated the program's comprehensive approach to real-world skills development. It offered a balanced mix of theoretical knowledge and practical application, which is crucial for transitioning from academic understanding to workplace proficiency. The hands-on projects simulated actual job scenarios, allowing for a deep dive into problem-solvin..."-- Student from University of New South Wales
    ""I really enjoyed the Fidelity online learning program. The interactive lessons and modules made the content engaging and easy to follow. I found the mix of written materials, videos, and quizzes to be an effective way to learn and retain the information. What I liked most was the flexibility of being able to work through the program at my own pa..."-- Student from Babasaheb Bhimrao Ambedkar University
    "the direct instructions that were given to me were very clear with no confusions and the timings was good"-- Student from New City College
    "I really liked how the programs offers practical knowledge and experience about the customer manager relationship"-- Student from JECRC Engineering College And Research Centre, Foundation