Finance Client Services Intern - On-Site, Learn & Grow

Charles Schwab Corporation; Chicago (IL); On-site; USD 25,000 - 33,000; Full time

Job summary

Charles Schwab Corporation, based in Chicago, is offering an Investor Services Client Service & Support internship. The program teaches foundational client service, operational support, and professional skills while contributing to Schwab clients.

Interns engage in responding to client inquiries, researching account information, documenting actions, and supporting issue resolution, all within a regulated environment and structured processes.

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

• Responding to client inquiries with timely, accurate information.
• Researching account information to resolve questions or issues.
• Documenting actions accurately in systems and records.
• Supporting issue resolution efforts through defined processes and escalation procedures.
• Collaborating with teammates and business partners to achieve quality client outcomes.

Job description

Charles Schwab Corporation, based in Chicago, is offering an Investor Services Client Service & Support internship. The program teaches foundational client service, operational support, and professional skills while contributing to Schwab clients.

Interns engage in responding to client inquiries, researching account information, documenting actions, and supporting issue resolution, all within a regulated environment and structured processes.