Onsite Client Services & Finance Intern - Growth-Driven

Charles Schwab; Chicago (IL); On-site; USD 28,000 - 34,000; Part time

Job summary

Charles Schwab's Investor Services CS&S Internship Program offers students hands-on exposure to client service, operational support, and professional development within a regulated financial services environment. Interns respond to client inquiries, research account information, document actions, and assist with issue resolution on-site in Chicago.

The program emphasizes structured processes, risk awareness, collaboration, and ongoing learning, with networking, feedback sessions, and community

Qualifications

• Currently pursuing a bachelor’s degree with expected graduation aligned to internship eligibility.
• Authorized to work in the United States on a full‑time basis without employer sponsorship.
• Clear and professional communication through coursework, work experience, or projects.
• Ability to learn new systems, policies, and procedures and apply feedback.
• Strong attention to detail with a focus on accuracy and quality.
• Ability to follow structured processes, identify 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 researches account information.
• Document actions accurately and support issue resolution activities.
• Follow established processes and escalation procedures to deliver quality outcomes.
• Collaborate with teammates and business partners to ensure timely support.
• Develop professional skills through networking, feedback sessions, and development programming.

Skills

Communication

Attention to detail

Teamwork

Adaptability

Learning agility

Accountability

Problem solving

Education

Current student pursuing a bachelor’s degree

Job description

Charles Schwab's Investor Services CS&S Internship Program offers students hands-on exposure to client service, operational support, and professional development within a regulated financial services environment. Interns respond to client inquiries, research account information, document actions, and assist with issue resolution on-site in Chicago.

The program emphasizes structured processes, risk awareness, collaboration, and ongoing learning, with networking, feedback sessions, and community