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Investor Center Intern
Fidelity Investments
Cincinnati, OH, United States
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Relationship-building comes naturally for you. You enjoy interacting with customers and listening for ways to help them achieve their goals. You want to grow in a career focused on empowering others to make educated investment decisions. As an Investor Center Intern for Summer 2017, you’re excited about being the “face” of Fidelity Investments alongside a talented team of finance professionals.
The Expertise We’re Looking For
• Business, Finance or Economics majors in your junior year of college
• Experience in customer service, retail, sales or banking
• Keen interest in investing and wealth management, for example through participation in investments clubs, managing your own finances or entrepreneurship
• Team leadership experience, whether through athletics or other student organizations
The Purpose of Your Role
As an Investor Center Intern you will provide customer service support to clients who call or visit the branch in-person. You will have the opportunity to grow your skills in the areas of lead management and generation and preparing presentations. You will participate in sales assistant activities alongside financial professionals at all levels. You will offer key support in administrative tasks which support the overall goals of the Investor Center.
The Skills You Bring
• Your proven experience in solving problems and addressing customer needs
• Basic understanding of the current market, economy and economic trends
• Your professional demeanor & proven problem-solving skills
• Your ability and desire to provide superior service to every customer
The Value You Deliver
• You will help individuals and families planning for retirement.
• You’ll play a critical role in promoting customer loyalty and a world-class customer experience.
• You will proactively work with financial consultants and managers to meet customer needs and achieve the goals of the Investor Center.
How Your Work Impacts the Organization
The Investor Centers are one of three retail distribution channels within Fidelity’s Personal Investments organization. As one of the first points of contact in the Investor Center, you represent the "face" of Fidelity to our customers, enabling them to obtain financial services information, and conduct transactions with experienced investment professionals. You assist seasoned professionals with providing a full range of investment products and services to individual mutual fund and brokerage customers.
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.