Retirement Plan Services Intern - Analytics & Impact

Charles Schwab; Richfield Township (OH); On-site; USD 25,000 - 30,000; Full time

Job summary

Schwab is offering a Retirement Plan Services internship designed to give hands-on experience in retirement solutions, supporting client-focused initiatives through analysis, project tracking, and process improvements. You will create summaries, trackers, and recommendations to enhance internal processes and client outcomes.

The 9-week program runs June 7, 2027 to August 6, 2027 with on-site locations in Austin, Westlake, Omaha, and Richfield.

Qualifications

• Currently pursuing a Bachelor's degree.
• Authorized to work in the United States on a full-time basis without employer sponsorship.
• Analytical thinking with ability to identify patterns and develop recommendations.
• Strong written and verbal communication to create clear summaries and updates.
• Organize work, manage multiple priorities, and maintain project documentation.

Responsibilities

• Support client-focused initiatives through analysis, project tracking, and process improvements.
• Develop analysis summaries, client-ready presentations, and documented recommendations.
• Collaborate with teams to translate business needs into structured deliverables.
• Contribute to project trackers and dashboards to improve internal processes and outcomes.

Skills

Analytical thinking

Business communication

Project management

Stakeholder updates

Prioritization

Education

Bachelor's degree (pursuing)

Tools

Excel

PowerPoint

Outlook

Job description

Schwab is offering a Retirement Plan Services internship designed to give hands-on experience in retirement solutions, supporting client-focused initiatives through analysis, project tracking, and process improvements. You will create summaries, trackers, and recommendations to enhance internal processes and client outcomes.

The 9-week program runs June 7, 2027 to August 6, 2027 with on-site locations in Austin, Westlake, Omaha, and Richfield.