Client Operations Intern
drakeandassociates · Waukesha
Job description
About the role
Join Drake & Associates as a Client Operations Intern to gain hands‑on experience in the financial planning industry, supporting day‑to‑day operations and contributing to projects that improve client satisfaction.
Key responsibilities
- Support daily firm operations and maintain client records across multiple systems.
- Collaborate with various departments to improve internal processes and client satisfaction.
- Take on special projects assigned by the Director of Operations.
Required profile
- Currently enrolled in a Bachelor’s degree program in Business, Finance, Investments, or a related field.
- Strong organizational, analytical, written and verbal communication skills.
- Enthusiastic, detail‑oriented, and eager to learn in a fast‑paced environment.
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Published 6 hours ago
Expires 1 month from now
3 views · 0 interested
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drakeandassociates
Waukesha