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Client Services Part Time Internship

Position Type: Regular

Your opportunity


At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 

 

Our Aspiring Talent Academy (ATA) is more than just a part-time apprenticeship – it’s your opportunity to gain hands-on experience with clients and develop professionally, all while still attending school. Here, you’ll learn what it’s like to be a part of our service team and begin building your foundation for a long-term career in our Client Service & Support organization. While in our ATA, you’ll serve as a trusted advocate for our clients by answering their inbound calls, taking ownership of their needs, and solving complex issues with exceptional solutions.

 

Schwab’s Client Service & Support team is at the heart of our firm’s commitment to helping clients own their financial futures. 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.

Key features of the program:

  • Assisting clients by answering inbound calls
  • Training and support to help you best serve clients
  • Ongoing coaching from a dedicated team manager
  • Education about available career paths within Client Service & Support
  • Exposure to the Financial Services industry
  • Participation in team building activities

 

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: $18.50/hour

What you have


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 a 9-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 in May, you will 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 2026
  • Ability to work on-site starting Monday, September 8, 2025
  • 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:

  • A strong desire to learn about the Financial Services Industry and grow your career at Charles Schwab
  • Embraces a client-centric approach to service with a passion for helping investors with their needs
  • Robust communication skills and strong attention to detail
  • Ability to adapt to changes in the market and business needs
  • Has a resourceful, strategic, and optimistic mentality
  • Wants to be part of a supportive and collaborative team
  • Is capable of performing in a fast-paced and dynamic environment

#Campus

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
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Average salary estimate

$38400 / YEARLY (est.)
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$38400K
$38400K

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What You Should Know About Client Services Part Time Internship, Charles Schwab

At Schwab, we are thrilled to announce the exciting opportunity for a Client Services Part-Time Internship within our Aspiring Talent Academy, based in the vibrant Sarpy County, NE area. This isn’t just another job – it’s your chance to dive into the finance industry while you continue your education! You will become an essential member of our dedicated service team, learning how to advocate for our clients by answering inbound calls and proactively solving their inquiries. Emphasizing collaboration and professional growth, our internship is designed to equip you with hands-on experience in client services. Throughout your time here, you'll not only hone your communication skills but also benefit from ongoing training and personalized coaching from a dedicated team manager. Interactive team-building activities and exposure to various career paths within the Client Service & Support organization will further enrich your journey. Our Client Service team is pivotal to ensuring our clients have truly fulfilling experiences, and if you have a growth mindset and a passion for service, this internship is the perfect springboard for a successful career at Charles Schwab. Get ready to make an impact and learn the ropes of providing exceptional financial services while preparing for your future!

Frequently Asked Questions (FAQs) for Client Services Part Time Internship Role at Charles Schwab
What responsibilities does the Client Services Part-Time Internship at Schwab involve?

As a Client Services Part-Time Intern at Schwab, your primary responsibilities will include answering inbound client calls, understanding their needs, and providing solutions to complex queries. You'll learn to navigate various financial service scenarios while also receiving continuous training and support to enhance your service skills.

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What qualifications are required for the Client Services Part-Time Internship at Schwab?

To qualify for the Client Services Part-Time Internship at Schwab, you must be currently enrolled in a university program and able to commit to the internship during the Fall and Spring semesters for a 9-month duration. While experience in finance isn’t mandatory, a passion for learning and a client-centric attitude are essential attributes we look for.

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What can interns expect in terms of training at Schwab's Client Services Internship?

Interns at Schwab can expect a structured training program designed to develop their skills in client service and support. This includes hands-on training sessions, ongoing coaching from a dedicated manager, and exposure to various financial service paths, ensuring you are equipped to tackle client needs effectively.

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Is there a possibility for full-time employment after the Client Services Internship with Schwab?

Yes, there is indeed the potential for full-time employment after completing the Client Services Part-Time Internship at Schwab. High-performing interns may have the opportunity to apply for a full-time Financial Service Representative position upon completion of the internship in May.

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What type of work environment can interns expect from Schwab's Client Services team?

The work environment at Schwab is supportive and collaborative. As a Client Services Intern, you will be part of a team that values open communication and teamwork. The culture at Schwab is designed to empower you, ensuring you have the resources and tools to succeed both personally and professionally.

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Common Interview Questions for Client Services Part Time Internship
What interests you about the Client Services Part-Time Internship at Schwab?

To answer this effectively, share your enthusiasm for the finance industry and passion for helping others. Discuss how Schwab’s focus on innovation and client service aligns with your values and career aspirations.

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Can you describe a time you provided excellent customer service?

Use the STAR method to provide a structured response. Describe the Situation, your Task, the Actions you took, and the Results. Focus on a scenario where you went above and beyond to meet a client’s needs.

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How do you prioritize tasks when you have multiple responsibilities?

Explain your approach to prioritization, emphasizing how you assess urgency and importance. Mention tools or strategies you utilize, like to-do lists or time management techniques, reflecting a proactive mindset.

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What strategies do you use to adapt to changes in a fast-paced environment?

Discuss your flexibility and resilience. Give specific examples of how you’ve successfully adapted to new processes or shifting priorities, showcasing your ability to thrive under pressure.

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How would you handle a difficult client call?

Showcase your empathy and problem-solving skills. Discuss techniques such as active listening, remaining calm, and finding solutions that not only resolve the client’s issue but also enhance their experience.

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Why do you believe communication skills are important in this internship?

Highlight that effective communication fosters understanding and builds trust with clients. Share that in this role, it’s crucial for accurately conveying information and solutions, which directly impacts client satisfaction.

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What do you understand about Schwab's Client Service values?

Do some research ahead of time! Share your knowledge of Schwab’s values regarding client focus, innovation, and teamwork, and how they resonate with your own values and outlook on customer service.

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What are your long-term career goals in the financial services industry?

Detail your aspirations and connect them to the opportunities at Schwab. Mention how the internship serves as an important stepping stone toward your goals, such as becoming a Financial Services Representative.

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How do you keep yourself motivated during repetitive tasks?

Discuss finding purpose in the tasks and setting personal goals. Explain that maintaining a positive attitude and focusing on the overall impact of your work on client satisfaction helps keep you engaged.

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What questions do you have for us about the Client Services Internship?

Prepare insightful questions! Consider asking about the team dynamics, specific challenges interns face, or opportunities for advancement in the internship, showcasing your interest and engagement.

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April 23, 2025

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