Summer 2027 Undergraduate Internship - Client Relations

Sorry, this job was removed at 10:44 p.m. (UTC) on Friday, Oct 16, 2026
9 Locations
In-Office
20-32 Hourly
Internship
Fintech
The Role
Paid 10-week client relations internship involving customer call shadowing, handling client calls, building relationships, completing projects, networking, and developing customer-facing skills for potential sales or service roles.
Summary Generated by Built In

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position 

The Fidelity Intern Program (FIDTERN Program) 

Fidelity’s full-time, paid, 10-week FIDTERN Program offers students the opportunity to contribute to meaningful, real-world work and projects as valued members of a dedicated team.  

  

Our program is designed to provide students with a firsthand experience of what it’s like to work here full-time. We deliver a best-in-class program experience to ensure interns feel a sense of belonging and community, while receiving critical training and development to be a future Fidelity associate. Here’s the experience you can expect to have as a FIDTERN:  

  • Professional & Financial Development Sessions: Join exclusive webinars designed to equip you with essential skills for both your career and personal growth! Learn directly from senior leaders, sharpen your professional communication, explore strategies for maintaining well-being in the workplace, and build financial confidence through expert-led financial literacy workshops.  

  • Mentorship: Opt-in to our intern mentorship program and connect with experienced professionals who will support your growth and help you navigate your career journey.  

  • Regional Events: Build connections with leaders and fellow interns through engaging onsite experiences and unwind with your peers at fun local outings (like go-karting, pickleball, or bowling).  

The Role 

 

Supercharge your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will be a front facing-client intern. You'll be job shadowing other associates listening on phone calls and start taking calls on your own as we help you build confidence and get the customer facing experience in real time. Engage in dedicated time each week to connect and refuel – by completing individual/group tasks & projects, networking with colleagues, and building client relationships. This internship could lead into sales or customer service full time roles, such as the Investment Sales Associate, Customer Relationship Advocate, Financial Customer Associate, or Planning and Advice Associate.

 

The Expertise and Skills You Bring 

 

  • Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction 

  • Effective communication   

  • Desire to establish rapport and relationships with customers and the team through effective communication  

  • A strong interest in financial services and/or getting FINRA licenses post-graduation  

  • Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all  

  • Current college student undergraduate who will return to coursework after their summer internship 

  • Availability for entire 10-week program from June 7th, 2027 - August 13th, 2027

The base salary range for this position is $20 - $32 per hour.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:Administration

Skills Required

  • Current undergraduate college student who will return to coursework after the summer internship
  • Availability for the full 10-week program from June 7, 2027, through August 13, 2027
  • Empathy and passion for helping people and delivering an excellent phone-based customer experience
  • Effective communication skills
  • Ability to establish rapport and relationships with customers and team members
  • Strong interest in financial services and/or willingness to obtain FINRA licenses after graduation
  • Ability to handle varied situations, emotions, and conversations while working toward suitable resolutions

Fidelity Investments Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.

  • Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
  • Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
  • Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.

Fidelity Investments Insights

Similar Jobs

Pfizer Logo Pfizer

Head of Risk Management Center of Excellence

Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Biotech • Pharmaceutical
Remote or Hybrid
8 Locations
121990 Employees
231K-385K Annually

Capital One Logo Capital One

Full-stack Engineer

Fintech • Machine Learning • Payments • Software • Financial Services
Hybrid
Plano, TX, USA
55000 Employees
179K-205K Annually

Optum Logo Optum

RN Supervisor I Kelsey Seybold West Campus

Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
In-Office
Katy, TX, USA
160000 Employees
73K-130K Annually

T-Mobile Logo T-Mobile

Software Engineer

Other • Utilities
In-Office
3 Locations
89016 Employees
67K-133K Annually
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Boston, MA
58,848 Employees
Year Founded: 1946

What We Do

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account