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Financial Center Intern
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Merrimack, New Hampshire |
About this job
Fidelity Investments has five regional centers across the country offering a full range of investor products and services to individual mutual fund and brokerage customers- including personal needs based investment guidance, wealth management, retirement planning, income strategies and college planning services. Our regional centers are the “face” of Fidelity to our customers.
As an Intern in the Merrimack Fidelity Regional Center, you will experience the excitement of partnering with associates who interact with customers and work alongside some of the most talented professionals in the financial services industry as they help our customers to obtain financial services information and conduct investment transactions.
This internship with Fidelity will provide you valuable work experience in a fast-paced environment where your responsibilities will offer new challenges. Most importantly, the early exposure to real-world challenges and the dynamics of working in a team environment with leading edge technology will give you the opportunity to see what makes Fidelity Investments a world leader and could be your entry into an exciting career with us in the future.
Primary Responsibilities
Facilitate migration of PI Phones representatives to the Genesys call routing platform; assist with the build process, testing, validation, capture data, and provide assessment of the migration. Coordinate training classes and training rooms for each migration phase.
Update documentation for each migration phase based upon observed best practices and additional requirements.
Analyze customer processes and use operational data to uncover trends and potential process improvement opportunities. Report findings and recommendations with senior leadership.
Learn the operations of a Call Center through hands on schedule management and equipment maintenance.
Facilitate multiple focus groups across the site to gather points of concern within the daily process of customer interactions.
Assist with setting the strategy and planning of key regional events.
Education and Experience
Upcoming Junior or Senior
Major focus in the area of Business, Finance or Economics preferred
Skills and Knowledge
Inquisitive and comfortable with asking questions but also able to work independently
Strong interpersonal and communication skills due to opportunities to interact with multiple levels of management
Demonstrated problem solver
Detail-oriented
Organizational and time-management skills
Keen interest in investing (active participant in investment clubs/managing your own investments, etc.)
Working knowledge of Microsoft Office applications (Word, Excel, Access & PowerPoint)
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For more information about Fidelity Investments, visit www.fidelity.com .
Fidelity Investments is an equal opportunity employer.
As an Intern in the Merrimack Fidelity Regional Center, you will experience the excitement of partnering with associates who interact with customers and work alongside some of the most talented professionals in the financial services industry as they help our customers to obtain financial services information and conduct investment transactions.
This internship with Fidelity will provide you valuable work experience in a fast-paced environment where your responsibilities will offer new challenges. Most importantly, the early exposure to real-world challenges and the dynamics of working in a team environment with leading edge technology will give you the opportunity to see what makes Fidelity Investments a world leader and could be your entry into an exciting career with us in the future.
Primary Responsibilities
Facilitate migration of PI Phones representatives to the Genesys call routing platform; assist with the build process, testing, validation, capture data, and provide assessment of the migration. Coordinate training classes and training rooms for each migration phase.
Update documentation for each migration phase based upon observed best practices and additional requirements.
Analyze customer processes and use operational data to uncover trends and potential process improvement opportunities. Report findings and recommendations with senior leadership.
Learn the operations of a Call Center through hands on schedule management and equipment maintenance.
Facilitate multiple focus groups across the site to gather points of concern within the daily process of customer interactions.
Assist with setting the strategy and planning of key regional events.
Education and Experience
Upcoming Junior or Senior
Major focus in the area of Business, Finance or Economics preferred
Skills and Knowledge
Inquisitive and comfortable with asking questions but also able to work independently
Strong interpersonal and communication skills due to opportunities to interact with multiple levels of management
Demonstrated problem solver
Detail-oriented
Organizational and time-management skills
Keen interest in investing (active participant in investment clubs/managing your own investments, etc.)
Working knowledge of Microsoft Office applications (Word, Excel, Access & PowerPoint)
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For more information about Fidelity Investments, visit www.fidelity.com .
Fidelity Investments is an equal opportunity employer.
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