Customer Service

Manage customer relations at Fidelity Investments

Client Services Free 22150+ 5 Star Reviews

Get Career Ready

Complete work that simulates life on the job. 30-60 mins hours 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 hours and self-paced.

Stand out in your application to Fidelity Investments. Show us you're a motivated candidate.

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.

Introduction from Fidelity Investments

Tasks in this program

Task One: Password Reset

<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

Reviews

Over 22150

5 Star Reviews

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"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

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