What are the responsibilities and job description for the Client Service Associate position at Lutz?
Company: Lutz Financial
Level: Entry-Level (0-5 years of professional experience)
Location: Omaha, Nebraska (in-person)
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
- 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
BENEFITS
- Investments & Incentives
Competitive Base Salary | Matching 401k Program | Profit-Sharing |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