INTERN, INVESTOR CENTER – PALO ALTO, CA

INTERN, INVESTOR CENTER – PALO ALTO, CA

Job Overview

Location
Palo Alto, California
Job Type
Internship
Job ID
123495
Date Posted
6 months ago
Recruiter
Richard Susan
Job Views
128

Job Description

The Expertise We’re Looking For

  • Undergraduate students in your junior year of college
  • Interest in investing and wealth management
  • Experience in customer service, retail, sales or banking
  • Leadership experience and involvement in student organizations

The Purpose of Your Role

As Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.

The Skills You Bring

  • Your professional demeanor & collaborative problem-solving skills
  • Basic understanding of the current market, economy and economic trends
  • Ability to promote customer loyalty while providing an extraordinary customer experience

The Value You Deliver 

As one of the first points of contacts in the branch:

  • You assist financial professionals with providing a full range of investment products and services
  • You collaborate with team members to bring a fresh perspective to help solve business challenges
  • You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry 
  • By identifying new opportunities for enhancements, you help think about our business and our customers in a different way

Job ID: 123495

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