Undergraduate Internship - Client Relations

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    Fidelity Investments

    10,001+ employeesFounded 1946Boston, MAFinancial Services
    Actively hiringPaidSummer 2027Financial Services
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    Best applied by Oct 6

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    About the role#

    This is a 10-week, full-time, paid internship program. You will work directly with clients, starting by shadowing associates on phone calls before taking calls on your own. The program helps you build professional confidence and gain real-time experience in a client-facing environment. You will also participate in professional and financial development sessions, network with colleagues, and work on individual or group projects.

    What you'll do#

    • Shadow associates to learn how to handle client calls.
    • Transition into taking your own calls to assist customers.
    • Build and maintain client relationships.
    • Participate in professional development webinars and financial literacy workshops.
    • Network with leaders and other interns during onsite events.
    • Complete assigned individual and group tasks.

    What you'll need#

    • You must be a current undergraduate student who will return to your studies after the summer.
    • You need to be available for the full 10-week program from June 7th, 2027, to August 13th, 2027.
    • You should have a strong interest in financial services or pursuing FINRA licenses after graduation.
    • You need the ability to handle various types of conversations and emotions while helping people.
    • You should demonstrate empathy and clear communication skills.
    • You must have a desire to build rapport with customers and your team.

    Location & details#

    This is an on-site role. It is available in the following cities: Merrimack, NH; Boston, MA; Greenwood Village, CO; Covington, KY; Westlake, TX; Jacksonville, FL; Salt Lake City, UT; Durham, NC; and Smithfield, RI. Fidelity does not provide immigration sponsorship for this position.

    About Fidelity Investments

    Fidelity Investments provides financial services to individuals, families, and businesses. The company manages assets including retirement accounts, brokerage services, and investment funds. Founded in 1946, the firm remains privately held. It operates from its headquarters in Boston and maintains a presence in the United States, Ireland, and India. The organization employs over 10,000 people and administers 15 trillion dollars in assets.

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    How to get in at Fidelity Investments

    Applying early at Fidelity Investments helps you get noticed before the applicant pool grows too large. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you can be among the first to submit your materials. This timing gives you a distinct advantage in a competitive hiring process. You can also improve your response rates by reaching out to the recruiters behind these roles directly. Intern Insider surfaces the specific recruiters managing Fidelity Investments positions, allowing you to inquire about the role or request a referral. Connecting with the right person often makes the difference between a silent rejection and a conversation.

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