Operations Intern - Summers '27

KEB CPA•Fenton, MO

23d•Onsite

About The Position

KEB Wealth Advisors are seeking a motivated and detail-oriented Summer Operations Intern to join our St. Louis office. This is an in-office opportunity designed to provide hands-on experience in financial services operations, client service, and wealth management. The intern will work closely with advisors and the operations team to support the day-to-day needs of clients. The ideal candidate is eager to learn, organized, professional, and interested in developing a career in the financial services industry. Based on performance, business needs, and mutual fit, this internship may provide an opportunity to be considered for a full-time Operations Specialist position following graduation.

Requirements

Currently pursuing a bachelor’s degree, preferably in finance, business, economics, accounting, or a related field.
Strong interest in financial services, wealth management, or client operations.
Excellent attention to detail and commitment to accuracy.
Strong written and verbal communication skills.
Positive attitude and willingness to learn.
Ability to learn and adapt to new software and technology.
Strong interpersonal skills and the ability to work effectively with individuals having various personalities and communication styles.
Ability to multitask, manage competing priorities, and remain organized in a demanding work environment.
Ability to remain calm and professional under pressure.
Working knowledge of Microsoft Office, including Outlook, Word, and Excel.

Nice To Haves

Gain practical experience supporting financial advisors and their clients.
Learn how investment accounts are opened, transferred, maintained, and serviced.
Develop familiarity with CRM systems, custodial platforms, and financial planning software.
Build foundational knowledge of investment operations and portfolio administration.
Strengthen professional communication, organization, and client service skills.
Learn how a wealth management team collaborates to deliver a high level of service.

Responsibilities

Assist advisors and operations team members with client service and operational requests.
Help facilitate monetary, maintenance, and paperwork requests through the firm’s CRM.
Monitor pending new accounts and account transfers.
Assist with communications involving custodians and back-office providers.
Accurately record client communications and service activity in the CRM.
Monitor client cash levels and investment allocations.
Assist with client onboarding activities.
Support special projects, including client appreciation events and other team initiatives.
Develop a working knowledge of the firm’s investment philosophy and operational procedures.
Track assigned projects and follow up on outstanding items.