Finance Client Services Intern – On-Site

Charles Schwab Corporation

Westlake (TX)

On-site

USD 21,000 - 29,000

Full time

3 days ago
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Job summary

Charles Schwab Corporation invites students to join the Investor Services Client Service & Support internship program on-site in Westlake, Texas. You will build foundational client service and operational skills while contributing to work that supports Schwab clients.

Interns gain hands-on experience responding to client inquiries, researching account information, documenting actions, and following defined processes.

Qualifications

  • Current student pursuing a 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, work, or projects.
  • Ability to learn systems, policies, and procedures and apply feedback.
  • Strong attention to detail and commitment to accuracy.

Responsibilities

  • Respond to client inquiries and research account information.
  • Document actions accurately and support issue resolution.
  • Follow established processes and escalation procedures.
  • Collaborate with teammates and business partners to deliver quality outcomes.
  • Engage in professional development programming and networking activities.

Skills

Communication
Attention to detail
Structured processes
Accountability
Team collaboration

Education

Bachelor's degree in progress

Job description

Charles Schwab Corporation invites students to join the Investor Services Client Service & Support internship program on-site in Westlake, Texas. You will build foundational client service and operational skills while contributing to work that supports Schwab clients.

Interns gain hands-on experience responding to client inquiries, researching account information, documenting actions, and following defined processes.

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