Entry-Level Client Resource Coordinator

Lutz; Omaha (NE); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Competitive Base Salary

Matching 401k Program

Profit-Sharing

Paid Holidays

PTO

Job summary

LUTZ is seeking an Entry-level Client Resource Assistant in Omaha, NE. You will serve as a liaison between accounting professionals and clients, initiating proactive outreach and preparing documents to keep client work on track.

The ideal candidate has an associate or bachelor’s degree, solid communication skills, and comfort with MS Office. This role offers a full-time schedule with opportunities for development and mentorship.

Qualifications

• Associate or bachelor’s degree preferred.
• Accounting knowledge is a plus.
• Professional client service experience required.
• Strong and confident communication skills.
• Highly skilled with Microsoft Office.
• Detail-oriented and organized.
• Positive and professional attitude.
• Ability to multi-task.

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 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.

Skills

Client service experience

Communication skills

Self-motivation

Multitasking

Attention to detail

Professionalism

MS Office

Strong work ethic

Education

Associate or Bachelor's degree

Tools

Microsoft Office

Job description

LUTZ is seeking an Entry-level Client Resource Assistant in Omaha, NE. You will serve as a liaison between accounting professionals and clients, initiating proactive outreach and preparing documents to keep client work on track.

The ideal candidate has an associate or bachelor’s degree, solid communication skills, and comfort with MS Office. This role offers a full-time schedule with opportunities for development and mentorship.