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Drake & Associates, LLC · 21 hours ago

Client Operations Intern

Greater Milwaukee

Internship

Onsite

Intern

Drake & Associates is a dynamic financial planning firm dedicated to providing exceptional financial guidance. They are seeking a Client Operations Intern to support day-to-day operations and contribute to projects that enhance client satisfaction.

Financial Services

Responsibilities

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

Qualification

Business degreeFinance knowledgeAnalytical skillsGoogle SuiteMicrosoft OfficeOrganizational skillsEager to learnCommunication skillsDetail-oriented

Required

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

Company

Drake & Associates, LLC

Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique financial goals.

Founded in 2002