2027 Financial Service & Support Intern - Indianapolis

Charles Schwab Inc. • Indianapolis, IN

8d • Onsite

About The Position

The Investor Services Client Service & Support (CS&S) Internship Program gives students the opportunity to build foundational client service, operational support, and professional skills while contributing to work that supports Schwab clients. Interns may be hired into one of several Client Service & Support internship tracks, depending on business need, team alignment, and location.

Interns gain hands-on experience supporting client service operations in a highly regulated environment. Activities may include responding to client inquiries, researching account information, documenting actions accurately, supporting issue resolution, and following established processes and escalation procedures. Working alongside experienced professionals, interns learn how structured execution, risk awareness, collaboration, and operational excellence contribute to quality client outcomes.

The program develops professional communication, information analysis, problem-solving using defined processes, task ownership through completion, and collaboration with teammates and business partners. Interns also participate in professional development programming, networking opportunities, learning activities, feedback sessions, and community volunteering experiences. The internship runs from June 7, 2027, through August 6, 2027. The role is onsite in Indianapolis.

Requirements

• Currently 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.
• Ability to communicate clearly, professionally, and accurately, demonstrated through coursework, work experience, projects, or extracurricular involvement.
• Ability to learn new systems, policies, and procedures and apply feedback effectively.
• Strong attention to detail and focus on accuracy and quality.
• Ability to follow structured processes, identify appropriate next steps, and escalate issues when needed.
• Accountability, reliability, and commitment to completing assignments.
• Ability to work collaboratively in a team-oriented environment.

Nice To Haves

• Previous experience in customer service, client-facing support, operations, or a related environment through work, internships, volunteer activities, or leadership experiences.
• Demonstrated success managing multiple priorities while maintaining accuracy and professionalism.
• Interest in financial services, client service, and operational excellence.
• Experience using problem-solving and critical-thinking skills to resolve issues and support positive outcomes.

Responsibilities

• Respond to client inquiries.
• Research account information.
• Accurately document actions.
• Support issue-resolution efforts.
• Follow established processes and escalation procedures.
• Manage work through completion and collaborate with teammates and business partners.
• Participate in professional development programming, networking opportunities, learning activities, feedback sessions, and community volunteering experiences.

What This Job Offers

• Career Level: Intern