Finance Services & Client Support Intern

Charles Schwab

Lone Tree (CO)

On-site

USD 17,000 - 21,000

Full time

4 days ago
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Job summary

Charles Schwab invites motivated students to join the Investor Services Client Service & Support internship program in Colorado. You will learn client service operations, research account details, document actions, and assist in issue resolution while working on structured processes and collaborating with teams.

The internship runs June 7, 2027 – August 6, 2027, emphasizing training, networking, and professional growth in a leading financial services firm.

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, accurate communication in coursework or work experience.
  • Ability to learn new systems, policies, and procedures.
  • Strong attention to detail and quality in work.
  • Follow structured processes and escalate issues when needed.
  • Demonstrated accountability and reliability to complete assignments.
  • Collaborative team player.

Responsibilities

  • Respond to client inquiries with timely, accurate information.
  • Research account information and document actions clearly.
  • Support issue resolution efforts following established processes.
  • Escalate issues when required to ensure timely resolution.
  • Learn from experienced professionals and contribute to operational excellence.

Skills

Communication
Attention to detail
Teamwork
Problem solving

Education

Bachelor's degree (in progress)

Job description

Charles Schwab invites motivated students to join the Investor Services Client Service & Support internship program in Colorado. You will learn client service operations, research account details, document actions, and assist in issue resolution while working on structured processes and collaborating with teams.

The internship runs June 7, 2027 – August 6, 2027, emphasizing training, networking, and professional growth in a leading financial services firm.

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