Finance Client Services Intern

Charles Schwab

Phoenix (AZ)

On-site

USD 42,000 - 56,000

Full time

3 days ago

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Job summary

Charles Schwab in Phoenix is offering a Student Internship in Investor Services Client Service & Support. Interns will learn client service operations, respond to client inquiries, research account information, document actions, and support issue resolution under guided training.

Program emphasizes professional development, communication, collaboration, and hands-on experience in a regulated financial services environment during the June 7, 2027 – August 6, 2027 period.

Qualifications

Pursuing bachelor’s degree with internship eligibility.
Authorized to work in the United States on a full‑time basis without sponsorship.
Clear, professional communication demonstrated through coursework or experience.
Ability to learn new systems, policies, and procedures and apply feedback.
Strong attention to detail and commitment to quality.
Ability to follow structured processes and escalate issues when needed.
Demonstrated accountability and reliability in assignments.
Team-oriented, collaborative mindset.

Responsibilities

Support client service operations and respond to inquiries.
Research and document account information and actions taken.
Assist in issue resolution following established processes and escalation procedures.
Collaborate with teammates and business partners to ensure quality outcomes.

Skills

Communication

Attention to detail

Team collaboration

Adaptability

Education

Pursuing bachelor’s degree

Job description

Program emphasizes professional development, communication, collaboration, and hands-on experience in a regulated financial services environment during the June 7, 2027 – August 6, 2027 period.

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