Undergraduate Internship – Client Relations

Fidelity Investments

. Shadow associates and listen to phone calls .

Posted 9/21/2026full-timeUnited StatesEntry Level💰 $20 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates effective communication and empathy in client interactions while building relationships and rapport. Possesses a strong interest in financial services and a willingness to pursue relevant licenses post-graduation.

Highest-signal resume keywords

Effective CommunicationEmpathyClient Relationship BuildingInterest in Financial ServicesAbility to Handle Situations

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

EmpathyEffective CommunicationRelationship Building

Certifications & Qualifications

FINRA Licenses

Industry Keywords

Financial ServicesCustomer ServiceClient InteractionsMentorshipProfessional Development

About the role

Key responsibilities & impact

Shadow associates and listen to phone calls
Begin taking customer calls independently with support
Provide front-facing client interactions and customer-facing experience
Complete individual and group tasks and projects
Network with colleagues and build client relationships
Participate in professional and financial development sessions
Engage in mentorship and regional events
Develop skills and experience that may lead to sales or customer service roles

Requirements

What you’ll need

Current college student undergraduate who will return to coursework after the summer internship
Availability for the entire 10-week program from June 7, 2027 to August 13, 2027
Demonstrated empathy and passion for helping people
Effective communication
Desire to establish rapport and relationships with customers and the team
Strong interest in financial services and/or obtaining FINRA licenses post-graduation
Ability to handle different situations, emotions, and conversations while driving toward a suitable resolution
Fidelity is not providing immigration sponsorship for this position
Hiring may be restricted by certain criminal histories under applicable laws and regulations

Benefits

Comp & perks

Full-time, paid, 10-week internship
Professional and financial development sessions
Intern mentorship program
Regional onsite events and local outings
Personalized support, career guides, and achievement recognition
Dedicated weekly time for individual/group tasks, projects, networking, and relationship building