Operations Internship Program

Job Description

About Fidelity Investments:

Fidelity Investments is a privately held company dedicated to strengthening the financial well-being of its clients. They offer a wide range of services, including:

• Investment and planning: Helping individuals invest and plan for their future.
• Employee benefits: Assisting companies and non-profit organizations in delivering benefits to their employees.
• Investment and technology solutions: Providing institutions and independent advisors with solutions to help manage their clients’ investments.

Fidelity’s mission is to empower its clients to achieve their financial goals. They believe in a culture of inclusion and belonging, striving to create a diverse and supportive workplace.

Operations Internship Program:

This 10-week internship program, fondly called the “FIDTERN Program,” provides college students with a comprehensive experience of Fidelity’s business and culture. Interns will work closely with clients and business partners, gaining valuable experience in various operational aspects of the company.

The program offers:

• Learning opportunities: Interns will work on real-world projects and learn from experienced Fidelity associates.
• Networking opportunities: Interns will have numerous opportunities to connect with other interns and Fidelity employees.
• A chance to explore different areas of Fidelity: The program covers a wide range of operational roles, allowing interns to gain exposure to diverse departments and learn about different aspects of the business.

Key Responsibilities:

Interns will work in one of the following areas:

• Client Experience (CE):
• Client-facing roles: Assisting clients on the phone, onboarding them onto the Wealthscape platform, and providing information and support.
• Transaction processing: Handling new account openings and processing transaction requests.
• Training and support: Providing clients with training and support to maximize their use of the Wealthscape platform.
• Healthcare Operations (HCO):
• Delivering exceptional customer service in the healthcare industry.
• Providing solutions to enable employees to make informed healthcare benefit decisions.
• Supporting the development of digital tools that enhance health and wellness choices.
• Fidelity Fund & Investment Operations (FFIO):
• Providing investment management support services to Fidelity businesses and mutual fund shareholders.
• Handling asset servicing functions such as proxy research, pricing, cash management, and accounting.
• Operations Service Group (OSG):
• Providing comprehensive servicing to institutional, corporate clients, Financial Representatives, and shareholders.
• Responding to inbound calls, executing trades, and acting as a client advocate.
• Personal Investing (PI):
• Supporting Fidelity’s Personal Investment associates and Retail clients.
• Handling new account openings, account features, money movement, and other client requests.

Required Skills:

• Highly organized and self-motivated
• Strong time management skills
• Accuracy and attention to detail
• Analytical and problem-solving abilities
• Customer-centricity and satisfaction focus
• Ability to multi-task, prioritize, and meet deadlines
• Effective communication skills
• Flexibility to adapt to changing business needs
• Data gathering and reporting experience
• Process-oriented mindset

Compensation and Benefits:

• Base salary: $50,000 – $70,000 per year (depending on experience, location, and responsibilities)
• Potential bonus and variable compensation
• Comprehensive benefits package: including health insurance, retirement savings plan, paid time off, parental leave, and more.

To Apply:

• Visit fidelitycareers.com
• The application window closes when the position is filled.

Fidelity is committed to creating an inclusive and welcoming workplace for all. They encourage applications from diverse backgrounds and will provide reasonable accommodations to applicants with disabilities.