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    Reviews

    Over 22150
    5 Star Reviews
    "I found Fidelity Investments' customer relations program to be exceptionally helpful and efficient. The program's emphasis on providing personalized assistance and guiding customers through complex processes, such as account withdrawals and trades, was impressive. The representatives were knowledgeable, patient, and made sure to address all of my c..."-- Student from Kwara State University
    "I like how each level is easy to learn and understand. It is so enjoyable to learn and it is very friendly."-- Student from University of Malawi
    "A great learning experience for upcoming interviews to explain how I would succeed within Fidelity."-- Student from University of Cincinnati
    "The straightforward instructions offered clear and concise instructions on what the task is and what to do. That made the tasks easier to complete."-- Student from University of Pretoria
    "Hello.. it was awesome visiting the Fidelity's online job stimulations.. it was too helpful and understandable.. I would like to bring the table my knowledge and practical skills to contribute to the success of your institution"-- Student from Delhi Technological University
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    Introduction from Fidelity Investments

    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

    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