Internship - Financial Services Operations (Year-Round)
Posted Sep 14, 2026 · We last checked this listing on Oct 6, 2026
Likely interview questions for this role
Written from this job description, not a generic list. Each one notes what the interviewer is really checking.
About your past
Tell me about a time you noticed a process that could be done better. What did you do about it?
What they are checking: Whether they notice better ways to do things and act on them, which is the improvement mindset this internship wants.
Operations work is detail work with real consequences. Tell me about a time you caught your own mistake.
What they are checking: Whether they check their own work and admit mistakes openly, because operations errors can affect real client accounts.
You'd collaborate across the firm to support customer service. How do you follow up with someone who hasn't replied and you need an answer?
What they are checking: Whether they follow up politely but persistently when they need an answer, without being pushy or simply giving up.
What do you want to learn here, and where would you most need help early on?
What they are checking: Whether they have a clear learning goal and can admit where they need help, which makes an internship worthwhile.
What would you do
The role supports daily branch office inquiries by email and phone. Walk me through how you'd handle a question you don't know the answer to.
What they are checking: Asking rather than guessing, in a job where a wrong answer moves money
How do you keep accuracy up on a repetitive task?
What they are checking: Whether they have practical ways to stay accurate on dull, repetitive tasks, since operations depends on consistent care.
What would you do if you were asked to do something you thought was wrong?
What they are checking: Whether they would speak up about something that seems wrong, which matters greatly in a regulated financial firm.
The internship is full time in the summer, thirty-seven and a half to forty hours Monday through Friday, and part time during semesters. Does that fit around your classes?
What they are checking: Whether the summer and semester hours genuinely fit around their classes, so the schedule works for both sides.
About the work
This is a year-round operations internship in Milwaukee. What do you understand about what an operations department in a brokerage actually does?
What they are checking: Whether they understand what brokerage operations actually does, which shows they researched the work and not just the firm's name.
How comfortable are you with Excel, and what's the most useful thing you've built in it?
What they are checking: Whether their Excel skills are practical and real, since operations work runs heavily on spreadsheets built carefully and accurately.
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Practice this out loudThe full job description
As published by Baird.