Finance Client Services Intern — Launch Your Career

Charles Schwab; Westlake (TX); On-site; USD 17,000 - 28,000; Full time

Job summary

Charles Schwab is offering an Investor Services Client Service & Support internship program. You will gain hands‑on experience supporting client service operations, including responding to inquiries, researching account information, documenting actions, and following established processes.

Internship dates are June 7, 2027 – August 6, 2027. You will participate in professional development, networking, and learning activities designed to support long‑term career growth within a leading

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 and research account information to support client service operations.
• Document actions accurately and follow established processes and escalation procedures.
• Assist in issue resolution efforts and work with teammates and business partners.
• Develop professional communication skills and learn risk awareness and operational excellence.

Skills

Communication

Teamwork

Problem solving

Attention to detail

Learning agility

Education

Bachelor’s degree in progress

Tools

MS Office

G Suite

Job description

Charles Schwab is offering an Investor Services Client Service & Support internship program. You will gain hands‑on experience supporting client service operations, including responding to inquiries, researching account information, documenting actions, and following established processes.

Internship dates are June 7, 2027 – August 6, 2027. You will participate in professional development, networking, and learning activities designed to support long‑term career growth within a leading