Investor Center Intern: Wealth & Client Experience

Fidelity Investments Inc.; Albuquerque (NM); On-site; USD 25,000 - 30,000; Full time

Job summary

Fidelity Investments Inc. is offering a 10-week, full-time summer internship at an Investor Center. Interns will support client service, learn about investment products, and gain exposure to personal investing and financial planning.

Through the FIDTERN Program, interns receive coaching, mentorship, and professional development opportunities, with a focus on customer experience and business process improvements. Onsite, summer-only internship in Albuquerque, NM.

Qualifications

• Undergraduate students in their 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 & collaborative problem-solving skills.
• Basic understanding of the current market, economy and economic trends.
• Ability to promote customer loyalty while providing outstanding customer experience.

Responsibilities

• Provide exceptional customer service at the Investor Center.
• Assist with a broad range of investment products and services.
• Gain exposure to personal investing and financial planning.
• Collaborate with team to address business challenges and improvements.
• Participate in professional development and networking events.
• Support branch initiatives and client experience improvements.

Skills

Customer service

Retail experience

Sales experience

Leadership

Professional demeanor

Market trends

Customer loyalty

Education

Undergraduate student (junior year)

Job description

Fidelity Investments Inc. is offering a 10-week, full-time summer internship at an Investor Center. Interns will support client service, learn about investment products, and gain exposure to personal investing and financial planning.

Through the FIDTERN Program, interns receive coaching, mentorship, and professional development opportunities, with a focus on customer experience and business process improvements. Onsite, summer-only internship in Albuquerque, NM.