Logo for Fidelity Investments

Summer 2027 Undergraduate Internship - Client Relations, Albuquerque

Role overview

Qualifications

  • Demonstrate empathy and passion for helping people
  • Effective communication
  • Desire to establish rapport and relationships with customers and the team
  • Current college student undergraduate who will return to coursework after their summer internship

Responsibilities

  • Engage in phone interactions to ensure an excellent customer experience
  • Job shadow other associates listening on phone calls and taking calls independently
  • Complete individual/group tasks and projects while networking with colleagues
  • Build client relationships and gain customer-facing experience in real time

Key facts

  • Remote from: New Mexico (USA)
  • Internships
  • Entry-level / graduate
  • Client Partner
  • English

Hard skills

Other skills

  • Empathy
  • Relationship Building
  • Problem Solving

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

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Job description

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 Financial Customer 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

  • 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

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Administration

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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