2027 Financial Service & Support Intern - Austin

Charles Schwab; Austin (TX); On-site; USD 25,000 - 33,000; Full time

Job summary

Charles Schwab's Investor Services Client Service & Support internship program offers students hands-on experience supporting client service operations in a regulated financial environment. Interns respond to client inquiries, research account information, document actions, and follow escalation procedures.

During the 2027 internship, you will build professional communication, problem-solving, and collaboration skills through structured learning, networking, and projects, with on-site work

Qualifications

• Currently pursuing a bachelor's degree from an accredited university.
• Authorized to work in the United States on a full-time basis without employer sponsorship.
• Ability to communicate information clearly, professionally, and accurately in both written and verbal formats.
• Demonstrated ability to evaluate information, follow defined processes, determine appropriate next steps, and resolve problems in a structured manner.
• Strong attention to detail with the ability to produce accurate and organized work.
• Ability to manage assignments through completion, follow through on commitments, and meet established deadlines.
• Demonstrated ability to learn new systems, policies, procedures, and business concepts quickly while applying feedback effectively.
• Ability to work collaboratively in a team-oriented environment and build productive working relationships.
• Availability to work on-site in the designated internship location.

Responsibilities

• Respond to client inquiries and support client service operations.
• Research account information and document actions accurately.
• Support issue resolution efforts and follow established processes.
• Collaborate with professionals to deliver quality outcomes for clients.
• Develop professional communication, problem solving, and risk awareness.

Skills

Communication

Problem solving

Attention to detail

Time management

Teamwork

Learning agility

Education

Bachelor's degree

Job description

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Investor Services Client Service & Support (CS&S) Internship Program provides students with the opportunity to build foundational client service, operational support, and professional skills while contributing to work that supports Schwab clients. This sourcing requisition represents the broader Investor Services Client Service & Support internship program. Interns may be hired into one of several Client Service & Support internship tracks based on business need, team alignment, and location.

Investor Services Client Service & Support teams play a critical role in delivering accurate, timely, and professional service within a highly regulated environment. As an intern, you will gain hands-on experience supporting client service operations through activities such as responding to client inquiries, researching account information, documenting actions accurately, supporting issue resolution efforts, and following established processes and escalation procedures. Working alongside experienced professionals, you will learn how structured execution, risk awareness, collaboration, and operational excellence help deliver quality outcomes for clients.

Throughout the program, you will strengthen your ability to communicate professionally, analyze information, solve problems using defined processes, manage work through completion, and collaborate effectively with teammates and business partners. You will also participate in professional development programming, networking opportunities, learning activities, feedback sessions, and community volunteering experiences designed to support long-term career growth. By the end of the internship, you will have gained valuable exposure to client service within a leading financial services organization while developing transferable business skills that can be applied across a variety of future career paths.

Internship Dates: June 7, 2027 – August 6, 2027

What you have

Required Qualifications

• Currently pursuing a bachelor's degree from an accredited university.
• Authorized to work in the United States on a full-time basis without employer sponsorship.
• Ability to communicate information clearly, professionally, and accurately in both written and verbal formats.
• Demonstrated ability to evaluate information, follow defined processes, determine appropriate next steps, and resolve problems in a structured manner.
• Strong attention to detail with the ability to produce accurate and organized work.
• Ability to manage assignments through completion, follow through on commitments, and meet established deadlines.
• Demonstrated ability to learn new systems, policies, procedures, and business concepts quickly while applying feedback effectively.
• Ability to work collaboratively in a team-oriented environment and build productive working relationships.
• Availability to work on-site in the designated internship location.

Preferred Qualifications

• Previous internship, work experience, leadership involvement, volunteer experience, projects, or extracurricular activities demonstrating accountability and initiative.
• Interest in client service, business operations, financial services, or related fields.
• Experience conducting research, analyzing information, or documenting findings and recommendations.
• Experience using technology and business tools to organize, manage, and communicate information effectively.
• Demonstrated commitment to continuous learning, professional development, and community involvement.

#campus

What’s in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.