Finance Client Services Intern - Growth & Impact

Charles Schwab Corporation

Phoenix (AZ)

On-site

USD 25,000 - 30,000

Full time

3 days ago
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Job summary

Charles Schwab Corporation invites motivated students to join the Investor Services Client Service & Support internship, offering hands-on client service operations exposure in a regulated financial services environment. You will learn to respond to client inquiries, research account information, document actions, and support issue resolution while adhering to established processes.

The program emphasizes professional development, networking, and collaborative work with experienced colleagues,

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 escalated 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 and research account information.
  • Document actions accurately and follow established processes.
  • Support issue resolution efforts and escalate when needed.
  • Collaborate with teammates and business partners to deliver quality outcomes.

Skills

Bachelors in progress
Work authorization
Communication skills
Learning agility
Attention to detail
Process adherence
Accountability
Teamwork

Education

Bachelor's degree (in progress)

Job description

Charles Schwab Corporation invites motivated students to join the Investor Services Client Service & Support internship, offering hands-on client service operations exposure in a regulated financial services environment. You will learn to respond to client inquiries, research account information, document actions, and support issue resolution while adhering to established processes.

The program emphasizes professional development, networking, and collaborative work with experienced colleagues,

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