2027 Financial Service & Support Intern - Austin

Charles Schwab Inc. • Austin, TX

6d • Onsite

About The Position

The Investor Services Client Service & Support (CS&S) Internship Program provides students with the opportunity to build foundational client service, operational support, and professional skills while contributing to work that supports Schwab clients. This sourcing requisition represents the broader Investor Services Client Service & Support internship program. Interns may be hired into one of several Client Service & Support internship tracks based on business need, team alignment, and location.
Investor Services Client Service & Support teams play a critical role in delivering accurate, timely, and professional service within a highly regulated environment. As an intern, you will gain hands-on experience supporting client service operations through activities such as responding to client inquiries, researching account information, documenting actions accurately, supporting issue resolution efforts, and following established processes and escalation procedures. Working alongside experienced professionals, you will learn how structured execution, risk awareness, collaboration, and operational excellence help deliver quality outcomes for clients.
Throughout the program, you will strengthen your ability to communicate professionally, analyze information, solve problems using defined processes, manage work through completion, and collaborate effectively with teammates and business partners. You will also participate in professional development programming, networking opportunities, learning activities, feedback sessions, and community volunteering experiences designed to support long-term career growth. By the end of the internship, you will have gained valuable exposure to client service within a leading financial services organization while developing transferable business skills that can be applied across a variety of future career paths.

Requirements

• Currently pursuing a bachelor's degree from an accredited university.
• Ability to communicate information clearly, professionally, and accurately in both written and verbal formats.
• Demonstrated ability to evaluate information, follow defined processes, determine appropriate next steps, and resolve problems in a structured manner.
• Strong attention to detail with the ability to produce accurate and organized work.
• Ability to manage assignments through completion, follow through on commitments, and meet established deadlines.
• Demonstrated ability to learn new systems, policies, procedures, and business concepts quickly while applying feedback effectively.
• Ability to work collaboratively in a team-oriented environment and build productive working relationships.
• Availability to work on-site in the designated internship location.

Nice To Haves

• Previous internship, work experience, leadership involvement, volunteer experience, projects, or extracurricular activities demonstrating accountability and initiative.
• Interest in client service, business operations, financial services, or related fields.
• Experience conducting research, analyzing information, or documenting findings and recommendations.
• Experience using technology and business tools to organize, manage, and communicate information effectively.
• Demonstrated commitment to continuous learning, professional development, and community involvement.

Responsibilities

• Responding to client inquiries
• Researching account information
• Documenting actions accurately
• Supporting issue resolution efforts
• Following established processes and escalation procedures
• Communicating professionally
• Analyzing information
• Solving problems using defined processes
• Managing work through completion
• Collaborating effectively with teammates and business partners
• Participating in professional development programming, networking opportunities, learning activities, feedback sessions, and community volunteering experiences

What This Job Offers

• Job Type: Full-time
• Career Level: Intern