Client Resource Assistant

Lutz; Omaha (NE); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Investments & Incentives

Lifestyle Balance

Professional Development

Health & Wellness

Office Perks

Job summary

Lutz is seeking an entry-level Client Resource Assistant to join our Omaha team. This role focuses on liaising between accounting professionals and clients, initiating outreach, and preparing client documents to keep projects on track.

Ideal candidates have an associate or bachelor’s degree, strong communication, attention to detail, and proficiency with Microsoft Office. A supportive environment emphasizes growth, work-life balance, and professional development.

Qualifications

• Associate or bachelor’s degree preferred.
• Accounting knowledge is a plus.
• Professional client service experience.
• Strong work ethic and self-motivated to meet performance standards.
• Strong and confident communication skills.
• Highly skilled with Microsoft Office.

Responsibilities

• Be a liaison between our accounting professionals and their clients.
• Initiate proactive client outreach via phone, email, and other means.
• Check-in and prep client documents upon receipt.
• Update document requests; communicate missing items with the client and the relationship manager.
• Prepare and follow up on reports to ensure progress stays on track.
• Work with business development and operations teams to help manage processes.

Skills

Strong communication

Detail oriented

Multi-tasking

Self-motivated

Education

Associate or Bachelor's degree

Tools

Microsoft Office

Job description

Company: Lutz

Level: Entry-level (0-1 years of professional experience)

Type: Full-time

Location: Omaha, NE

ABOUT LUTZ

Lutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters .

At Lutz, our people are our greatest asset. That’s why we’ve built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.

We like it here, and we think you will, too.

MAKE AN IMPACT

As a Client Resource Assistant, you will:

• Be a liaison between our accounting professionals and their clients
• Initiate proactive client outreach via phone, email, and other means
• Check-in and prep client documents upon receipt
• Update document request lists; communicate missing items with the client and the relationship manager
• Prepare and follow up on reports as needed to ensure progress of work stays on track
• Work in tandem with the business development and operations teams, to help manage processes

QUALIFICATIONS

• Associate or bachelor’s degree is preferred
• Accounting knowledge a plus
• Professional client service experience
• Strong work ethic and self- motivated to meet performance standards
• Strong and confident communication skills
• Highly skilled with Microsoft Office
• Detail-oriented and organized
• Positive and professional attitude
• Ability to multi-task
• Self-starter

BENEFITS

• Investments & Incentives

Competitive Base Salary | Matching 401k Program | Profit-Sharing |New Client Referral Incentives | Professional Certification Exam Incentives

• Lifestyle Balance

Paid Holidays | Paid Time Off (PTO) | Flexible Schedule |Employee Appreciation Events | Social Events | Family Outings

• Professional Development

Formal Mentor Program | Continuing Education | Leadership Development Program | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License Support

• Health & Wellness

Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program

• Office Perks

“Dress for Your Day” Attire | Firm-sponsored Meals | Breakfast on Fridays | Bottomless Soda and Snacks