Client Services Intern, Financial Operations

Charles Schwab; Indianapolis (IN); On-site; USD 21,000 - 30,000; Full time

Job summary

Charles Schwab invites students to join the Investor Services Client Service & Support internship program, a hands-on opportunity to develop client service, operational support, and professional skills within a leading financial services firm.

Based in Indianapolis, interns will respond to client inquiries, research account information, document actions, support issue resolution, and follow established processes and escalation procedures while learning from experienced professionals and

Qualifications

• Current student pursuing a bachelor’s degree with internship eligibility requirements.
• 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 escalating issues when needed.
• Demonstrated accountability, reliability, and commitment to completing assignments.
• Ability to work collaboratively in a team‑oriented environment.

Responsibilities

• Respond to client inquiries with timely, accurate information.
• Research account information and document actions taken.
• Support issue resolution efforts and follow escalation procedures.
• Collaborate with teammates and business partners to deliver quality client service.

Skills

Clear communication

Attention to detail

Team collaboration

Problem solving

Learn new systems

Education

Pursuing a bachelor's degree

Job description

Charles Schwab invites students to join the Investor Services Client Service & Support internship program, a hands-on opportunity to develop client service, operational support, and professional skills within a leading financial services firm.

Based in Indianapolis, interns will respond to client inquiries, research account information, document actions, support issue resolution, and follow established processes and escalation procedures while learning from experienced professionals and