Retirement Plan Services Intern — Make an Impact

Charles Schwab; Westlake (TX); On-site; USD 25,000 - 30,000; Full time

Job summary

Charles Schwab invites students to join the Workplace Services – Retirement Plan Services Internship for a hands-on summer experience. You will support retirement solutions, work with plan sponsors and internal partners, and contribute to the administration and improvement of client services.

During the 9-week program (June 7, 2027 – August 6, 2027), you will engage in meaningful projects, develop analyses and recommendations, and gain exposure to how retirement plans are designed and operated.

Qualifications

• Currently pursuing a Bachelor’s degree.
• Ability to analyze information, identify patterns, and develop recommendations through coursework or projects.
• Strong written and verbal communication skills to create clear summaries and stakeholder updates.
• Ability to organize work, manage multiple priorities, and maintain project documentation.
• Experience collaborating with peers, teammates, and stakeholders.
• Ability to meet deadlines and follow through to completion.
• Adaptability to changing priorities while maintaining quality.

Responsibilities

• Contribute to meaningful business projects during the 9‑week internship.
• Gain exposure to retirement solutions design, support, and continuous improvement.
• Collaborate with internal stakeholders to deliver solutions at scale.

Skills

Analytical thinking

Presentation skills

Collaboration

Time management

Education

Pursuing Bachelor's degree

Tools

Excel

PowerPoint

Outlook

Job description

Charles Schwab invites students to join the Workplace Services – Retirement Plan Services Internship for a hands-on summer experience. You will support retirement solutions, work with plan sponsors and internal partners, and contribute to the administration and improvement of client services.

During the 9-week program (June 7, 2027 – August 6, 2027), you will engage in meaningful projects, develop analyses and recommendations, and gain exposure to how retirement plans are designed and operated.