2027 Workplace Services Intern

Charles Schwab; Richfield Township (OH); On-site; USD 25,000 - 30,000; Full time

Job summary

Schwab is offering a Retirement Plan Services internship designed to give hands-on experience in retirement solutions, supporting client-focused initiatives through analysis, project tracking, and process improvements. You will create summaries, trackers, and recommendations to enhance internal processes and client outcomes.

The 9-week program runs June 7, 2027 to August 6, 2027 with on-site locations in Austin, Westlake, Omaha, and Richfield.

Qualifications

• Currently pursuing a Bachelor's degree.
• Authorized to work in the United States on a full-time basis without employer sponsorship.
• Analytical thinking with ability to identify patterns and develop recommendations.
• Strong written and verbal communication to create clear summaries and updates.
• Organize work, manage multiple priorities, and maintain project documentation.

Responsibilities

• Support client-focused initiatives through analysis, project tracking, and process improvements.
• Develop analysis summaries, client-ready presentations, and documented recommendations.
• Collaborate with teams to translate business needs into structured deliverables.
• Contribute to project trackers and dashboards to improve internal processes and outcomes.

Skills

Analytical thinking

Business communication

Project management

Stakeholder updates

Prioritization

Education

Bachelor's degree (pursuing)

Tools

Excel

PowerPoint

Outlook

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 Workplace Services – Retirement Plan Services (RPS) Internship provides an opportunity to gain hands‑on experience supporting retirement solutions that help corporate clients promote employees’ financial well‑being. Retirement Plan Services works with plan sponsors, partners, and internal stakeholders to deliver retirement plan administration, recordkeeping, and client‑focused solutions at scale. Throughout this 9‑week internship, you will contribute to meaningful business projects while gaining exposure to how retirement solutions are designed, supported, and continuously improved.

As an RPS Intern, you will partner with Schwab professionals to support client‑focused initiatives through analysis, project tracking, process improvement efforts, presentations, and business recommendations. You may develop analysis summaries, client‑ready presentations, project trackers, and documented recommendations that help improve internal processes and client outcomes. Through project‑based learning, coaching, networking opportunities, and collaboration across teams, you will strengthen your analytical thinking, business communication, adaptability, and ability to translate business needs into structured deliverables.

Internship Dates: June 7, 2027 – August 6, 2027. Locations: Austin & Westlake, TX, Omaha, NE, Richfield, OH.

What you have

Required Qualifications

• Currently pursuing a Bachelor’s degree.
• Authorized to work in the United States on a full‑time basis without employer sponsorship.
• Demonstrated ability to analyze information, identify patterns, and develop recommendations through coursework, projects, internships, employment, or leadership experiences.
• Strong written and verbal communication skills with the ability to create clear summaries, presentations, and stakeholder updates.
• Ability to organize work, manage multiple priorities, and maintain accurate project documentation.
• Demonstrated ability to collaborate effectively with peers, teammates, and stakeholders.
• Proven ability to manage deadlines, take ownership of assignments, and follow work through to completion.
• Ability to adapt to changing priorities while maintaining quality and attention to detail.
• Experience using Microsoft Office applications, including Excel, PowerPoint, and Outlook.

Preferred Qualifications

• Interest in financial services, retirement solutions, workplace benefits, or client outcomes.
• Experience completing analytical, research‑based, operational, or project‑focused coursework or internships.
• Demonstrated ability to support process improvements, project management activities, or business recommendations.
• Experience creating presentations, analyses, dashboards, trackers, or other business deliverables.
• Interest in learning how retirement plan services support employers, employees, and long‑term financial well‑being.

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.