Charles Schwab - Investor Services Apprentice (Intern)

This PAID INTERNSHIP with Charles Schwab (at one of 8 locations listed below) is a great entry level opportunity for 2nd semester Juniors and all Seniors to gain exposure to the brokerage industry with potential for full time employment upon graduation. While this program is within the Finance Industry, students of all backgrounds will be considered. The primary skills needed are an open mind to new experiences, a passion for helping others, a desire to exceed client service expectations, and an interest in learning more about the Financial Services Industry. As a Client Service & Support Apprentice, you will gain a meaningful understanding of multiple aspects of the Financial Services Industry.

Our program is designed to show you CAREERS at Charles Schwab.

• Collaboration - As a member of a high-caliber team, you will work together throughout the Fall & Spring semesters. The program Capstone is a group case-study project and Final presentation(s) to Senior Management.

• Academic knowledge - In addition to the training that you’ll receive to learn how to exceed the expectations of our clients, you will receive financial knowledge to help with your own investing. You will also receive personal/professional development education and opportunities.

• Real-world Experience & Education - You will not only receive the training necessary to assist clients of Charles Schwab, you will also apply what you learned in a real-world setting by assisting our clients via phone. We will teach you what it means to look at situations ‘through clients’ eyes”.

• Roundtables & Shadowing - Your learning experience is highlighted by roundtable interactions with multiple leaders and business partners, as well as the opportunity to shadow and learn about many departments at Schwab - including equity and options trading, client service, sales, brokerage clearing, and various other supporting segments of our firm.

• Provide direct, real-time support to Schwab clients via inbound phone calls in a fast-paced, market-sensitive environment.

• Demonstrate a sense of urgency and commitment to provide the highest level of client service

• Communicate clearly and professionally with clients, employees, mentors and management through both verbal and written correspondence Work as a member of a high-caliber team to solve problems

This role is onsite at one of eight Schwab offices. Class starts on 9/18/2023 and ends on 1/5/24 or 4/26/24.

Year class (fall/spring): 9/18 to 4/26

Semester class – only open to Dec 2023 graduates: 9/18 to 1/5

Students must be able to work the offered shift with minimal time off during the program. The intent is to convert all students to FTE.

There will be one 30 minute interview.

• This position is for second semester college juniors and college seniors

• All majors will be considered if student can demonstrate a strong desire to work in a Client Service environment and learn more about the Financial Services industry

• Two years of experience working in a service-oriented role is a plus, but not required

• An understanding of basic Internet operations and knowledge of Windows based programs which require intermediate computer skills

• Ability to quickly assimilate and understand computer systems and applications

• Ability to make decisions and operate efficiently in a fast-paced environment

• Ability to perform multiple tasks and efficiently organize work

· Be a 2nd semester junior or a senior (Master’s students are allowed). Graduation dates of December 2023, May 2024, or December 2024 or Spring 2025 and any date in between.

· Live within commuting distance from the Schwab office.

· Be able to work the offered schedule without exception.

· Be able to work with minimal time off. Time off will not be permitted during initial training period (first 5 weeks). Training is in person, then schedule will by hybrid with two days in the office and one day working a set shift from home. Due to integration, there is a blackout period from 10/30 to 11/17, where time off will not be allowed.

· Have a passion for Customer Service.

· Have the intent to convert to a Schwab FTE!

Chicago 600 W. Chicago Ave Chicago, IL 60610

8am - 4:30pm on Monday & Wednesday, Friday from 8am – 12pm

Omaha 200 South 108th Ave Omaha, NE 68154

8am - 4:30pm on Monday & Wednesday, Friday from 8am – 12pm

OR

8am - 4:30pm on Tuesday & Thursday, Friday from 8am – 12pm

St. Louis 700 Maryville Centre Dr St. Louis, MO 63141

8am - 4:30pm on Monday & Wednesday, Friday from 8am - 12pm

OR

8am - 4:30pm on Tuesday & Thursday, Friday from 8am – 12pm

Westlake 3000 Schwab Way Westlake, TX 76262

8am - 4:30pm on Monday & Wednesday, Friday from 8am – 12pm

OR

8am - 4:30pm on Tuesday & Thursday, Friday from 8am -12pm

Austin 11800 Schwab Way Austin, TX 78758

12 8am - 4:30pm on Monday & Wednesday, Friday from 8am – 12pm

Denver 9800 Schwab Way Lone Tree, CO 80124

12 8am - 4:30pm on Monday & Wednesday, Friday from 8am – 12pm

Indianapolis 8332 Woodfield Crossing Blvd Indianapolis, IN 46240

9am - 5:30pm on Monday & Wednesday, Friday from 9am – 1pm

Phoenix 2423 E Lincoln Dr Phoenix, ZA 85016

8am - 4:30pm on Monday & Wednesday, Friday from 8am – 12pm

OR

8am - 4:30pm on Tuesday & Thursday, Friday from 8am-12pm***

*** For Phoenix only: Schedule will be 7:30 AM – 4 PM during training (first five weeks of class), then 8 AM – 4:30 PM.