Finance Client Service Intern — Onsite

Charles Schwab; Indianapolis (IN); On-site; USD 21,000 - 28,000; Full time

Job summary

Charles Schwab is offering an Investor Services Client Service & Support internship in Indianapolis. As an intern, you will support client service operations, respond to inquiries, and help document actions while learning processes and escalation procedures.

You will gain hands-on experience, develop professional skills, and participate in development programming and networking opportunities designed to support long-term career growth in a leading financial services organization.

Qualifications

• Current student pursuing a bachelor's degree with an expected graduation date aligned to 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 escalate 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 accurate, timely information and professional communication.
• Research account information, document actions, and support issue resolution.
• Follow established processes and escalation procedures in all tasks.
• Collaborate with teammates and business partners to deliver quality client service.

Skills

Clear communication

Team collaboration

Attention to detail

Fast learner

Education

Bachelor’s student

Job description

Charles Schwab is offering an Investor Services Client Service & Support internship in Indianapolis. As an intern, you will support client service operations, respond to inquiries, and help document actions while learning processes and escalation procedures.

You will gain hands-on experience, develop professional skills, and participate in development programming and networking opportunities designed to support long-term career growth in a leading financial services organization.