Client Services RepresentativeSól Recruiting, Coaching, and Consulting
The Sól Commitment to Candidates:
At Sól Recruiting, Coaching, and Consulting, we believe every professional appreciates an advocate, and our services are designed to provide that essential support.
We partner with discerning candidates to:
Represent their strengths with integrity and precision.
Provide expert advising that refines both strategy and presentation.
Open doors to mission-centric organizations that value strong workplace cultures.
Provide coaching that invests in long-term professional growth and fulfillment.
Our services come at no cost to candidates. Instead, our investment is in building enduring partnerships with talented professionals who seek purposeful and rewarding careers.
Target Start Date: August 1, 2026
Position Overview:
A Catholic Capital Management organization is seeking a Client Services Representative to support client hospitality, advisor needs, and daily office operations. This position is ideal for an experienced client services and operations professional who enjoys serving people, solving problems, accomplishing tasks which require high-attention to detail, and creating exceptional client experiences. This person will serve as a trusted resource for clients, advisors, and the operations team demonstrating hospitality, the love of completing tasks, and an understanding of human dignity and ethics. The ideal candidate values long-term relationships, learning, taking ownership of responsibilities with excellence, good judgment, proactivity, efficiency, and integrity.
Client Service & Hospitality:
Serve as a welcoming and professional first-point-of-contact for clients and visitors.
Deliver exceptional client hospitality and care.
Build and nurture long-term relationships with clients.
Manage incoming calls, client communications, meetings, and follow-up activities.Operations & Administrative Support/Management:
Support financial advisors with operational, administrative, and client service needs.
Coordinate paperwork, account servicing, and operational processes.
Work directly with custodians and vendors, including Schwab and other partners.
Maintain accurate documentation and resolve operational issues proactively.
Marketing & Team Support:
Assist with marketing initiatives, client communications, events and outreach.
Provide administrative and project support across the organization.
Collaborate closely with team members to improve processes and client experiences.
Required:
High degree of integrity, responsibility and professionalism, especially on the phone.
5+ years of experience in client services, office management, operations, financial services support, or a related field.
Strong communication, interpersonal, organizational and technological skills.
Ability to manage multiple priorities and learn new systems quickly.
High level of discretion and professionalism with confidential information.
Desired:
Alignment with Catholic values and principles, including integrity, service, respect for human dignity, and commitment to the common good.
Warm, caring, relationship-oriented, self-motivated, independent and service-minded.
Strong judgment, problem solving skills, dependability and attention to detail.
Commitment to contribute to the long-term success of the firm.
The ideal candidate will demonstrate strengths in:
Enablement (E) – Naturally enjoys helping others succeed and providing support
Tenacity (T) – Follows through, completes tasks, and handles details well.
Discernment (D) – Able to exercise sound judgment and make thoughtful decisions.
Be part of a mission-driven firm that values faith, integrity, and service.
Join a close-knit team of professionals committed to excellence.
Build meaningful, long-term relationships with clients and colleagues.
Enjoy a stable, in-person work environment with regular business hours.
Contribute to a culture that places clients and the firm's mission at its center.
Tailored, expert-level application services at no cost to candidates.
Strategic advocacy to ensure candidate strengths are recognized.
Individualized advising to competitively position candidates in the market and aid in complex hiring processes.
Access to organizations committed to cultivating and sustaining strong, healthy, mission-centric workplace cultures.
Professional growth coaching designed to foster enduring professional development, career advancement, and human flourishing.
Send your resume to www.solrcc.com/submit-cv, email goodwork@solrcc.com, or call 303-276-3118 for more information.
