Client Service & Operations Intern – Finance

Charles Schwab; Omaha (NE); On-site; USD 25,000 - 34,000; Full time

Job summary

Charles Schwab is offering an Investor Services Client Service & Support internship in Omaha. You will build foundational client service and operational skills while supporting Schwab clients and learning the firm’s processes.

As an intern, you will respond to inquiries, research account information, document actions, and assist in issue resolution. This program emphasizes collaboration, structured execution, and professional development to support long‑term career growth.

Qualifications

• Current student pursuing a bachelor’s degree with internship eligibility.
• Authorized to work in the United States on a full‑time basis without employer sponsorship.
• Demonstrated ability to communicate clearly, professionally, and accurately through coursework, work experience, projects, or extracurricular involvement.
• Ability to learn new systems, policies, and procedures and apply feedback effectively.
• Strong attention to detail with a focus on accuracy and quality in completed work.
• Ability to follow structured processes, identify appropriate next steps, and escalate issues when needed.

Responsibilities

• Respond to client inquiries in a timely and professional manner.
• Research and verify client account information.
• Document actions accurately in client records.
• Support issue resolution and follow escalation procedures.
• Collaborate with teammates and business partners to deliver quality outcomes.
• Participate in development programs and networking opportunities.

Skills

Clear communication

Attention to detail

Team collaboration

Adaptability

Structured processes

Education

Pursuing bachelor’s degree

Job description

Charles Schwab is offering an Investor Services Client Service & Support internship in Omaha. You will build foundational client service and operational skills while supporting Schwab clients and learning the firm’s processes.

As an intern, you will respond to inquiries, research account information, document actions, and assist in issue resolution. This program emphasizes collaboration, structured execution, and professional development to support long‑term career growth.