Client Services Part-Time Internship Part Time

Position Type: Regular

At Schwab, your potential isn’t just recognized — it’s developed. Here, bold ideas and genuine curiosity fuel meaningful careers, empowering you to challenge the status quo and help shape the future of financial services.

Our Aspiring Talent Academy (ATA) is a part‑time, immersive internship program designed exclusively for college students who want real‑world experience while building the foundation for a long‑term career in our Client Service & Support (CS&S) organization. Through our C.A.R.E.E.R.S. curriculum — Collaboration, Academic learning, Real‑world Education & Experience, Roundtables, and Shadowing — you’ll gain hands‑on exposure to the business and learn what it truly means to serve clients “Through Clients’ Eyes.”

As an ATA Financial Services Apprentice, you’ll take inbound client calls, help solve meaningful financial questions, and learn how to navigate a wide range of service needs — all while receiving the support, coaching, and training you need to succeed. You’ll grow your confidence, sharpen your communication skills, and become part of a collaborative team committed to helping clients — and each other — own their financial futures.

This experience isn’t just a role — it’s your first step toward a future career at Schwab.

Key features of the program:

• Real client experience.
  Build confidence by assisting clients through inbound service calls and applying Schwab’s client‑first approach.
• Structured training, support, and coaching.
  Develop through hands‑on training, ongoing mentorship, and dedicated manager coaching designed to strengthen your skills and readiness.
• Exposure to the financial services industry.
  Gain practical understanding of markets, products, and the client service environment while exploring career pathways within CS&S.
• High‑impact professional development.
  Participate in resume and interview coaching, skill‑building workshops, and other growth-focused activities to prepare for future roles.
• Collaborative team culture.
  Engage in team‑building events, daily huddles, and cross‑team interactions that strengthen connection and support.
• Interactive, hands‑on learning experiences.
  Compete in simulated trading using Schwab’s thinkorswim platform and apply what you learn in real-time scenarios.
• Capstone project to senior leaders.
  Demonstrate your learning and impact by presenting a final project to Schwab business leaders at the conclusion of the program.

Schwab’s Client Service & Support team is at the heart of our firm’s commitment to helping clients own their financial future. If you’re interested in pursuing a career in finance, enjoy working in a collaborative team setting, and share our passion for serving clients – this role is for you.

The Aspiring Talent Academy is for individuals who share our passion for providing outstanding customer service, want structured training in the financial industry, and are ready to hone their communication skills while collaborating with peers in a supportive environment.

Compensation: $21.68/hour

If you’re not a finance expert, that’s okay! We celebrate diverse experiences and skillsets. Success candidates bring with them a growth mindset, willingness to learn, and a passion for serving others. Here at Charles Schwab, we strive to make a difference in people’s lives through our innovative solutions and world-class service.

Required qualifications:

This is a part-time apprentice function supporting Client Service & Support (CS&S) Core Service intended for an 8-month period during your Fall and Spring Semesters. Timing and commitment to our Apprentice program will be determined by individual performance and/or business need. At the end of the Apprentice program, based on performance, graduation and/or business need, you may have the opportunity to apply for a full-time Financial Service Representative position.

• Enrollment in a university program and be able to apply and if selected, start full-time employment on or about May 2027
• Ability to work on-site starting Monday, September 14, 2026, and continuing through Friday, April 30, 2027
• Ability to work 20 hours on-site at one of the Schwab service center locations during the following times:

• • • • • • Monday – 8am to 4:30pm
          • Wednesday – 8am to 4:30pm
          • Friday – 8am to 12pm

Preferred qualifications:

• Demonstrates a strong desire to learn and build a long‑term career in financial services, with curiosity, initiative, and a growth mindset.
• Delivers exceptional, client‑centric service, showing genuine passion for helping investors and improving the client experience.
• Communicates with clarity and confidence, with excellent written, verbal, and interpersonal skills.
• Thrives in fast‑paced, dynamic environments, adapting quickly to market shifts, new information, and evolving business needs.
• Brings a resourceful, innovative, and solutions‑oriented mindset, consistently looking for better ways to work and the courage to ask “why.”
• Collaborates effectively across teams, contributing to a positive, supportive, and partnership‑driven culture.
• Shows leadership behaviors at every level, including optimism, professionalism, strong awareness, and a purpose‑driven approach to daily work.

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