Financial Client Experience Associate

Lutz; Omaha (NE); On-site; USD 40,000 - 54,000; Full time

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

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.