Client Operations Intern
americancentury
Client Operations Intern
drakeandassociates· Operations
About this role
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.
Frequently Asked Questions
What is the salary for the Client Operations Intern role at drakeandassociates?
The listed salary for this Client Operations Intern position at drakeandassociates is USD 16+. This is an Intern role.
Where is the Client Operations Intern position at drakeandassociates located?
This Client Operations Intern role at drakeandassociates is based in Waukesha, Wisconsin, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Operations Intern role at drakeandassociates full-time or part-time?
This is listed as a Intern position. It is posted as a Client Operations Intern role in the Operations department at drakeandassociates.
Which team or department does the Client Operations Intern at drakeandassociates belong to?
This Client Operations Intern position is part of the Operations department at drakeandassociates. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Operations Intern position at drakeandassociates?
Click the "Apply Now" button on this page. You will be redirected to drakeandassociates's official application portal hosted on bamboohr where you can submit your application directly.
When was the Client Operations Intern job at drakeandassociates posted?
This Client Operations Intern position at drakeandassociates was posted on Sep 14, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Operations Intern
drakeandassociates · 💰 USD 16+
You'll be redirected to drakeandassociates's official application page on bamboohr.