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Jack Stephens's email & phone

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Client Services and Support Intern - Investor Services at Charles Schwab|Tempe, Arizona, United States

Position:

Client Services and Support Intern - Investor Services at Charles Schwab

Location:

Tempe, Arizona, United States

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Last updated: 2025-09-14
Updated: 2025-09-14

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Work Experience 7 years

Client Services and Support Intern - Investor Services at Charles Schwab

Jun 2025 - Current

Financial Services Intern at Wilde Wealth Management Group

Oct 2024 - May 2025

Portfolio Analyst Intern at Tilton & Co. CPAs, P.C.

Mar 2024 - Oct 2024

Shift Lead at Ike's Love & Sandwiches

Oct 2023 - Sep 2024

Crew Member at Amiel's Original Submarine

Nov 2021 - Aug 2023

Delta Technician at Delta Sonic

Aug 2020 - Oct 2020

Umpire at Victor Little League

May 2019 - Jun 2019

Jack Stephens started working in 2019, then the employee has changed 6 companies and 6 jobs. On average, Jack Stephens works for one company for 8 months.

Education

Bachelor of Arts - BA at Arizona State University

Bachelor of Arts - BA at W. P. Carey School of Business – Arizona State University

Skills

Microsoft Office, Project Planning, SQL, Communication, Financial Services, Airtable, Data Management, Client Central, MoneyGuidePro, Problem Solving, Constant Constact, Teamwork, MoneyGuide, Microsoft 365, Customer Interaction, Data Analysis, Written Communication, Microsoft Excel, Service Desktop, Financial Planning, Orion, Organization Skills, Microsoft PowerPoint, Critical Thinking, Morningstar, Constant Contact, QuickBooks

Frequently Asked Questions

What is Jack Stephens's minimum period of employment in the companies?

Jack Stephens's minimum period of employment in various companies is 1 month.

What is Jack Stephens's average duration of employment for different companies?

On average, Jack Stephens works for one company for 8 months

What industries has Jack Stephens worked in?

Jack Stephens works in the Financial Services. Previously, Jack Stephens worked in the Restaurants, and Consumer Services.

What positions has Jack Stephens held before?

Previously, Jack Stephens worked as a Financial Services Intern, and Portfolio Analyst Intern, and Shift Lead, and Crew Member, and Delta Technician.

How do I contact Jack Stephens?

Jack Stephens's phone number is +1-***-***-2557. Sign up to get contact details.

Who is the President & CEO of the Charles Schwab?

The President & CEO of the Charles Schwab is Walter W. Bettinger II

Jack Stephens Namesakes

Name
Company
Position
IndigoJ
Service Desk Coordinator

Other employees at Charles Schwab

Name
Company
Position
Charles SchwabJ
Licensed Financial Services Representative
Charles SchwabG
Client Service & Support Apprentice
Charles SchwabC
Senior Specialist - Advisor Wealth Services
Charles SchwabB
Specialist- Schwab Private Client Services
Charles SchwabT
Bank Lending Operations, Senior Manager

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