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Lutz Financial + Client Service Associate

Lutz Omaha, NE
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Job Description

LUTZ FINANCIAL + CLIENT SERVICE ASSOCIATE

THE COMPANY

Lutz Financial is a SEC registered investment advisory firm that services high net worth clients.  As an affiliate of Lutz, a leading Midwest business solutions firm, our team has over 100 years of combined experience that is focused on enhancing our clients’ lives through a combination of technical expertise, attention to detail, and the desire to truly understand what matters most to our clients.  We say that we “mind what matters”, this is true in how we approach our clients, their families and businesses.

 

THE POSITION

A Financial Adviser Client Service Associate works closely with advisers to ensure we deliver the highest level of service to clients we provide with financial planning and wealth management.  We are seeking an experienced individual whose day to day functions will include compiling and maintaining client data, initiating and monitoring client transactions, and generating paperwork, reports, and correspondence for advisers, custodians, and clients.

 

      RESPONSIBILITIES

  • Input, maintain and update client account data
  • Generate and execute paperwork for clients, advisers, and custodians
  • Review and monitor client transactions and activity
  • Initiate, coordinate and oversee the transfer of client assets
  • Gather data and generate ad hoc reports as requested by advisers
  • Administrate requests from clients and advisers as needed

 

      REQUIREMENTS

  • Bachelor’s degree/undergraduate degree in business, economics, or finance
  • Prior financial services industry experience
  • Strong relationship management and interpersonal communication skills
  • Ability to multitask with high attention to detail; proactive work ethic
  • Display initiative and willingness to learn quickly and adaptively
  • A team-centric mentality
  • Proficient in all Microsoft Office programs; easily navigate web browsers
  • Readiness to learn and efficiently utilize in-house software programs

 

HOW TO APPLY

For confidential and prompt consideration, go to www.lutz.us/apply.  You may also call Caitlin Cain at 402.769.7051 or send your resume to ccain@lutz.us.  We understand confidentiality is extremely important; your resume will NOT be forwarded without your permission.

 

 

MIND WHAT MATTERS AT LUTZ

Awarded “Best Places to Work in Omaha” by the Omaha Chamber, 2018

Awarded “Best Places to Work in Omaha” by the Omaha Chamber, 2017

Awarded “Omaha’s Business in Excellence Award” by the Omaha Chamber, 2016

Voted “Best of the Best” and a “Top 200 Firm” by Inside Public Accounting, 2016

Named “Regional Leader in the Midwest” by Accounting Today, 2016

Received an Edge Award for “Internal Technology Innovation” by LEA Global, 2015

Awarded “Best Places to Work for Millennials” by The Center for Generational Kinetics, 2015

 

Job Number - 4474CC

Job Details

Date Posted November 7, 2018
Date Closes December 7, 2018
Located In Omaha, NE
Function Client Services, Ad hoc data, Financial, Associate,
Job Type Full-time Employee
Shift Custom
Hours 40 hours per week
Start Date Immediately
SOC Category 43-4051.00 Customer Service Representatives
Zipcode 68154
Name Katie Valasek
Address 13616 California Street
City, State and Zip Omaha, NE 68154
Phone 402-778-7989

This job offers the following benefits

  • 401(k) Retirement Savings Plan
  • Flexible Spending Accounts
  • Profit Sharing
  • Accidental Death and Dismemberment
  • Dental
  • Employee Assistance Program (EAP)
  • Life Insurance
  • Long-Term Disability
  • Medical
  • Professional Liability
  • Short-Term Disability
  • Vision
  • Voluntary Life Insurance
  • Bereavement Pay
  • Casual Dress
  • Continuing Education Program
  • Discounts on Employer Merchandise & Services
  • Employee Referral Program
  • Financial Planning
  • Flexible Hours
  • Holiday Party
  • On-the-Job Training
  • Paid Holidays
  • Paid Vacations
  • Remote Access
  • Time-off to Pursue Interests
  • Unpaid Leaves of Absence
  • Wellness Program
  • Achievement Awards
  • Bonus Plan
  • Corporate Perks
  • Employee Ownership
  • Merit Increases
At a Glance
Enjoy these benefits
  • 401(k) Retirement Savings Plan
  • Flexible Spending Accounts
  • Profit Sharing
  • Accidental Death and Dismemberment
  • Dental
  • And More ...
Location