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.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.
How it works
Tasks in this program
- How to actively listen and uncover additional needs by asking questions
- How to personalize each conversation by showing empathy and acknowledging life events
- Watch “Going Inside the Call” to catch our associates in action
- Answer multiple-choice questions based on a call script with a customer
