Client Service Associate + Lutz Financial

Lutz

Omaha (NE)

On-site

USD 40,000 - 54,000

Full time

13 days ago

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Benefits offered by this job

Competitive Base Salary

Matching 401k Program

Profit-Sharing

Professional Certification Exam Incent

Paid Holidays

PTO

Flexible Schedule

Employee Appreciation Events

Social Events

Family Outings

Formal Mentor Program

Continuing Education

Leadership Development Program

Professional Memberships

Semi-annual Performance Evaluations

Advancement Opportunities

Certification/License Support

Medical Insurance

Vision Insurance

Dental Insurance

HSA/FSA

Job summary

Lutz is seeking an Entry-Level Client Service Associate to support advisers and maintain accurate client records. You will prepare materials, process requests, and help manage accounts in a fast-paced team environment.

The role emphasizes client service excellence, relationship building, and adherence to regulatory standards, with opportunities for professional development and certifications.

Qualifications

Bachelor’s degree required; Business, Finance, or Economics preferred
0–5 years of experience in financial services or client-facing support role
Familiarity with Schwab Advisor Center or other custodial platforms, preferred
Strong relationship management and interpersonal communication skills
Exceptional organizational skills and attention to detail
Proactive mindset with adaptability in a fast-paced environment
Proficient in Microsoft Office and comfortable with web-based tools
Team-oriented with a commitment to client service excellence

Responsibilities

Deliver exceptional client experience through professional relationships and service
Prepare reports, meeting materials, and review client accounts with advisers
Process, track, and manage paperwork and account maintenance requests
Execute financial transactions with accuracy and efficiency
Collaborate with custodians to resolve service and account-related issues
Identify opportunities to improve workflows through technology
Maintain organization and accuracy in a fast-paced team environment
Ensure adherence to industry regulations and internal compliance procedures

Skills

Relationship management

Interpersonal communication

Organizational skills

Proactive mindset

Microsoft Office

Web-based tools

Team-oriented

Education

Bachelor’s degree

Tools

Schwab Advisor Center

Job description

Level: Entry-Level (0-5 years of professional experience)

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.

FINANCIAL

Lutz Financial takes a comprehensive, client-first approach to wealth management, financial planning, and retirement solutions. As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s unique goals, whether that’s building a secure financial future, managing investments, or designing retirement plans for businesses. Our team is backed by decades of experience and a range of industry-leading credentials, including CFP®, CFA®, and CPA. What sets us apart? We dive deep, examining every aspect of a client’s financial life, from cash flow and education planning to tax strategies and estate considerations. If you’re passionate about helping individuals and businesses thrive financially, Lutz Financial is the perfect place to grow your career while making a meaningful impact.

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

MAKE AN IMPACT

As a Lutz Financial Client Service Associate, you will:

Deliver expectational client experience through strong, professional relationships
Support advisers by preparing reports, meeting materials, and reviewing client accounts
Process, track, and manage paperwork and account maintenance requests
Execute financial transactions with precision and efficiency
Collaborate with custodians to resolve service and account-related issues
Identify and implement opportunities to improve workflows through technology
Maintain organization and accuracy in a fast-paced, team-oriented environment
Ensure adherence to industry regulations and internal compliance procedures

QUALIFICATIONS