2027 Workplace Services Intern

Charles Schwab; Westlake (TX); On-site; USD 25,000 - 30,000; Full time

Job summary

Charles Schwab invites students to join the Workplace Services – Retirement Plan Services Internship for a hands-on summer experience. You will support retirement solutions, work with plan sponsors and internal partners, and contribute to the administration and improvement of client services.

During the 9-week program (June 7, 2027 – August 6, 2027), you will engage in meaningful projects, develop analyses and recommendations, and gain exposure to how retirement plans are designed and operated.

Qualifications

• Currently pursuing a Bachelor’s degree.
• Ability to analyze information, identify patterns, and develop recommendations through coursework or projects.
• Strong written and verbal communication skills to create clear summaries and stakeholder updates.
• Ability to organize work, manage multiple priorities, and maintain project documentation.
• Experience collaborating with peers, teammates, and stakeholders.
• Ability to meet deadlines and follow through to completion.
• Adaptability to changing priorities while maintaining quality.

Responsibilities

• Contribute to meaningful business projects during the 9‑week internship.
• Gain exposure to retirement solutions design, support, and continuous improvement.
• Collaborate with internal stakeholders to deliver solutions at scale.

Skills

Analytical thinking

Presentation skills

Collaboration

Time management

Education

Pursuing Bachelor's degree

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.

Internship Details

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.