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    Reviews

    Over 22150
    5 Star Reviews
    "What i liked most about the program is that it’s not too complex for beginners like me to understand and evaluate the concerns of the customers.This program helped me understand the type of role i will be working on in my career"-- Student from Bangalore University
    "I love that way that you guys explain the role and give an idea about how to perform in the day role"-- Student from My institution is not listed
    "The videos and transcripts were helpful and assisted in understanding real life scenarios of the job."-- Student from Babcock University
    "I love that the tools are well-organized and easy to access. This is a great way to gain a taste of what my day could be like as a Fidelity employee"-- Student from Southside Regional Medical Center Professional Schools
    "I liked that it was easy and straightforward with no wrong answers to choose from, while giving you the opportunity to see what realistic situations occur at Fidelity Investments."-- Student from University of North Florida
    Customer Service
    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
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    Introduction from

    Why complete our 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