Client Operations Intern

Drake & Associates, LLC; Milwaukee (WI); On-site; USD 17,000 - 25,000; Full time

Job summary

Drake and Associates, a growing financial planning firm based in Wisconsin, seeks a Client Operations Intern to gain hands-on experience. You will support daily operations, help maintain client records, and work on projects that drive meaningful improvements with the Operations Team.

Ideal candidates are enrolled in a business/finance-related bachelor’s program with strong organizational, analytical, and communication skills, and proficiency in Google Suite or Microsoft Office.

Qualifications

• Currently enrolled in a Bachelor’s degree program in Business, Finance, Investments, or a related field.
• Strong organizational and analytical skills.
• Excellent written and verbal communication skills.
• Proficient with Google Suite or Microsoft Office.

Responsibilities

• Support the day-to-day operations of the firm.
• Assist with updating and maintaining 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.

Skills

Organizational skills

Analytical skills

Communication skills

Google Suite

Microsoft Office

Education

Bachelor's degree

Tools

Google Suite

Microsoft Office

Job description

Drake and Associates is a dynamic financial planning firm dedicated to providing our clients with exceptional financial guidance and delivering the ultimate client experience, based in Waukesha, WI. We are rapidly expanding and looking for outstanding individuals to join our team and help us continue our growth.

We are looking for “A” players who want to learn and become part of a fast-paced, growing firm. This is a flexible, full or part-time intern opportunity.

Position Summary

Are you looking to gain hands‑on experience in the financial planning industry? Join our growing team at Drake & Associates as a Client Operations Intern! You’ll work closely with the Operations Team to support clients and contribute to meaningful projects that drive real impact.

What You’ll Do

• Support the day-to-day operations of our firm.
• Assist with updating and maintaining 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.

What We’re Looking For

• Currently enrolled in a Bachelor’s degree program in Business, Finance, Investments, or a related field.
• Strong organizational and analytical skills.
• Excellent written and verbal communication skills.
• Proficient with Google Suite or Microsoft Office.
• Enthusiastic, detail-oriented, and eager to learn in a fast-paced environment.