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INTERNSHIP DETAILS

Operations Intern - Summers '27

CompanyKEB CPA

LocationUnited States

Work ModeOn Site

PostedSeptember 23, 2026

Internship Information

Core Responsibilities

The intern will assist advisors and the operations team with client service requests, account maintenance, and CRM data management. They will also support client onboarding activities and contribute to special projects and team initiatives.

Internship Type

intern/seasonal

Company Size

327

Visa Sponsorship

Language

English

Working Hours

40 hours

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About The Company

Founded in 1931, Kerber, Eck & Braeckel LLP (KEB) is a mid-sized firm of certified public accountants and management consultants with eight offices in three Midwestern states. KEB provides a full range of accounting, tax and management consulting services to our diverse base of clients. We serve large and small clients in the Midwest and throughout the nation, in a variety of industries and sectors including financial institutions, insurance companies, health care, construction, agribusiness, manufacturing, religious organizations, and government and not-for-profit entities. With 25 partners and principals and nearly 160 accounting professionals, KEB is large enough to provide the technical expertise our clients desire, yet small enough to provide the personal attention each client deserves. The range and diversity of resources and technical expertise available within KEB and through our affiliations provide us with the resources to respond to every unique client situation. Every interaction with a client is an opportunity to deliver results. And, results are what you can expect from KEB.

About the Role

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.

Essential Duties and 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.

Learning and Development Opportunities

During the internship, the candidate will have the opportunity to:

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.

Qualifications

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.

Potential Career Opportunity

This internship is intended to provide meaningful exposure to the responsibilities of an Operations Specialist. Interns who demonstrate strong performance, initiative, professionalism, attention to detail, and a commitment to client service may be considered for a full-time Operations Specialist position after completing their degree.

Careers at KEB

KEB is a regional accounting firm located in the Midwest. We have earned an excellent reputation for being a high-quality firm that provides outstanding client service. Therefore, we attract top notch college graduates who are highly motivated and enjoy working in a friendly, team-oriented atmosphere. KEB offers a competitive wage and benefit package and salary is commensurate with experience. Because of our size and location, we service a diverse group of clients. KEB's diverse client base provides great opportunities to work with clients in finance and banking, construction, retail/wholesale, not-for-profit, government, insurance, small business, healthcare, agribusiness and manufacturing.

KEB is an Equal Opportunity Employer.

Key Skills

Financial servicesWealth managementClient serviceCRMInvestment operationsPortfolio administrationData entryCommunicationOrganizationMicrosoft OfficeAttention to detailMultitaskingProblem solvingProfessionalismAnalytical skills