Onsite Finance Client Services Intern

Charles Schwab; Phoenix (AZ); On-site; USD 28,000 - 41,000; Part time

Job summary

Charles Schwab in Phoenix invites you to join its Investor Services CS&S Internship Program, where you’ll build foundational client service and operational skills while supporting Schwab clients. You’ll gain hands-on experience in responding to inquiries, researching account information, documenting actions, and following processes.

This role emphasizes collaboration, learning, and professional development in a regulated financial services environment.

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 escaltate issues when needed.
• Demonstrated accountability, reliability, and commitment to completing assignments.

Responsibilities

• Respond to client inquiries with accuracy and professionalism.
• Research account information and document actions clearly.
• Support issue resolution efforts within established processes.
• Follow escalation procedures when needed to protect client outcomes.
• Collaborate with teammates and partners to ensure consistent service.

Skills

Communication

Attention to detail

Teamwork

Problem solving

Learning agility

Education

Bachelor’s degree student

Job description

Charles Schwab in Phoenix invites you to join its Investor Services CS&S Internship Program, where you’ll build foundational client service and operational skills while supporting Schwab clients. You’ll gain hands-on experience in responding to inquiries, researching account information, documenting actions, and following processes.

This role emphasizes collaboration, learning, and professional development in a regulated financial services environment.