Investor Center Intern: Finance & Customer Experience

Fidelity Investments Inc.; Winter Park (FL); On-site; USD 25,000 - 36,000; Full time

Job summary

Fidelity Investments Inc. in Winter Park, FL seeks a Branch Intern to support the client experience at an Investor Center.

You will deliver exceptional service, assist with a broad range of investment products, and gain exposure to personal investing and financial planning. During a 10-week, full-time summer internship, you will engage in hands-on assignments, join development programs, and network with Fidelity professionals.

Qualifications

• Undergraduate student in junior year of college.
• Interest in investing and wealth management.
• Experience in customer service, retail, sales or banking.
• Leadership experience and involvement in student organizations.
• Professional demeanor and collaborative problem-solving skills.
• Basic understanding of current market, economy and economic trends.
• Ability to promote customer loyalty while providing outstanding customer experience.

Responsibilities

• Support client experience at Fidelity Investor Center.
• Assist with a broad range of investment products and services.
• Collaborate with team to address business challenges and identify process improvements.
• Participate in development programs, networking events, and learning opportunities.
• Engage in onsite 10-week, full-time summer internship and contribute to branch initiatives.

Skills

Customer service

Communication

Leadership

Team collaboration

Financial knowledge interest

Relationship-building

Problem-solving

Professional demeanor

Education

Undergraduate student, junior year

Job description

Fidelity Investments Inc. in Winter Park, FL seeks a Branch Intern to support the client experience at an Investor Center.

You will deliver exceptional service, assist with a broad range of investment products, and gain exposure to personal investing and financial planning. During a 10-week, full-time summer internship, you will engage in hands-on assignments, join development programs, and network with Fidelity professionals.