Client Resource Assistant

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