Client Success Coordinator

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

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.