About the role#
The Financial Service & Support Internship is a summer program designed to build foundational skills in client service and operational support. You will work alongside experienced professionals to deliver accurate and professional service within a regulated financial environment. This role focuses on structured execution, risk awareness, and operational excellence.
What you'll do#
- Respond to client inquiries and provide support.
- Research account information to assist with client needs.
- Document all actions taken with high accuracy.
- Support ongoing issue resolution efforts.
- Follow established processes and escalation procedures to ensure quality outcomes.
What you'll need#
- Current enrollment in a bachelor's degree program.
- Ability to communicate clearly, professionally, and accurately.
- Capacity to learn new systems, policies, and procedures while applying feedback effectively.
- Strong attention to detail with a focus on quality work.
- Ability to work collaboratively in a team environment.
- Majors in Business Administration, Finance, Economics, or Communications.
Location & details#
- Location: Phoenix, Arizona.
- Term: Summer 2027 (June 7, 2027 - August 6, 2027).
- Modality: On-site.
- Status: Full-time and paid.
- Note: Candidates must be authorized to work in the United States without employer sponsorship.
About Charles Schwab
Charles Schwab is a financial services firm that offers brokerage, banking, and investment consulting. Founded in 1971, the company provides portfolio management and retirement plan services. It operates as a public company with headquarters in Westlake, Texas. The firm employs over 34,000 people across multiple office locations in the United States.
How to get in at Charles Schwab
Applying early at Charles Schwab gives you a distinct advantage because recruiters often review candidates in the order they arrive before the applicant pool grows too large. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you can submit your materials among the first. This timing helps ensure your profile is seen while the team is still actively building their shortlist. Reaching out to the recruiter directly is another effective way to stand out, as it allows you to ask specific questions about the role or inquire about a referral. Intern Insider surfaces the recruiters behind the company roles so you can make that connection, which often improves your response rate compared to waiting in a standard queue. Navigating the hiring process for a firm this size takes patience, but connecting with the right people makes the effort worthwhile.
