Onsite Finance Client Service Intern

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 25,000 - 36,000; Full time

Job summary

Charles Schwab Corporation is offering an Investor Services Client Service & Support internship in Phoenix for the summer of 2027. Interns will gain hands-on experience supporting client service operations, including responding to inquiries, researching account information, and documenting actions accurately.

Throughout the internship, you’ll develop professional communication, problem-solving, and collaboration skills while observing escalation procedures and structured processes.

Qualifications

• Clear, professional communication demonstrated through coursework or experience.
• Ability to learn new systems, policies, and procedures and apply feedback.
• Strong attention to detail with focus on accuracy and quality.
• Ability to follow structured processes and escalate issues when needed.
• Demonstrated accountability, reliability, and commitment to completing assignments.

Responsibilities

• Support client service operations by responding to client inquiries and researching account information.
• Document actions accurately and assist in issue resolution following established processes.

Skills

Communication

Attention to detail

Structured processes

Teamwork

Accountability

Education

Bachelor’s degree (in progress)

Job description

Charles Schwab Corporation is offering an Investor Services Client Service & Support internship in Phoenix for the summer of 2027. Interns will gain hands-on experience supporting client service operations, including responding to inquiries, researching account information, and documenting actions accurately.

Throughout the internship, you’ll develop professional communication, problem-solving, and collaboration skills while observing escalation procedures and structured processes.