... client experience and business development functions of Wealth. Responsibilities * Crosstrain, lead and develop team of associates to promote maximum productivity, engagement, and overall ...
... client experience and business development functions of Wealth. Responsibilities * Crosstrain, lead and develop team of associates to promote maximum productivity, engagement, and overall ...
Customer Service Associate I
West Point, MS · On-site
$12.25 - $16.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
West Point, MS · On-site
$12.25 - $16.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Shannon, MS · On-site
$13.75 - $19/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Shannon, MS · On-site
$13.75 - $19/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
$12 - $16.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
$12 - $16.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
$14.25 - $19.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
$14.25 - $19.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
West Point, MS · On-site
$12.25 - $16.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
West Point, MS · On-site
$12.25 - $16.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Hamilton, MS · On-site
$11.50 - $15.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Hamilton, MS · On-site
$11.50 - $15.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Hamilton, MS · On-site
$11.50 - $15.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Hamilton, MS · On-site
$11.50 - $15.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Columbus, MS · On-site
$14.25 - $19.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Columbus, MS · On-site
$14.25 - $19.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
West Point, MS · On-site
$12.25 - $16.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
West Point, MS · On-site
$12.25 - $16.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
$12.75 - $17.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
West Point, MS · On-site
$12.25 - $16.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
West Point, MS · On-site
$12.25 - $16.75/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Aberdeen, MS · On-site
$11.75 - $16.25/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Aberdeen, MS · On-site
$11.75 - $16.25/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Columbus, MS · On-site
$14.25 - $19.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Columbus, MS · On-site
$14.25 - $19.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Nettleton, MS · On-site
$11.75 - $16.25/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Nettleton, MS · On-site
$11.75 - $16.25/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Columbus, MS · On-site
$14.25 - $19.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Columbus, MS · On-site
$14.25 - $19.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Columbus, MS · On-site
$14.25 - $19.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Columbus, MS · On-site
$14.25 - $19.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Columbus, MS · On-site
$14.25 - $19.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Columbus, MS · On-site
$14.25 - $19.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Mooreville, MS · On-site
$12 - $16.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Mooreville, MS · On-site
$12 - $16.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Gibson, MS · On-site
$12 - $16.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
Gibson, MS · On-site
$12 - $16.50/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Client Associate information
See Aberdeen, MS salary details
$15K - $19.2K
3% of jobs
$19.2K - $23.4K
1% of jobs
$23.4K - $27.6K
9% of jobs
$27.6K - $31.8K
6% of jobs
$33.3K is the 25th percentile. Wages below this are outliers.
$31.8K - $36K
16% of jobs
$36K - $40.2K
11% of jobs
The median wage is $41.7K / yr.
$40.2K - $44.5K
11% of jobs
$44.5K - $48.7K
14% of jobs
$49.8K is the 75th percentile. Wages above this are outliers.
$48.7K - $52.9K
15% of jobs
$52.9K - $57.1K
11% of jobs
$57.1K - $61.3K
3% of jobs
$15K
$41.4K
$61.3K
How much do client associate jobs pay per year?
What jobs pay 4000 a week without a degree?
Is a client service associate a good job?
What does a client associate do?
How does a Client Associate typically collaborate with other teams within a financial services firm?
What are Client Associates?
Is Associate the lowest position?
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

Trustmark National Bank rating
8.2
Based on 19 frontline employees who took The Breakroom Quiz
45th of 150 rated banks
Job description
The Director of Wealth Market Development is responsible for sales strategies and revenue growth through leading a client facing/sales production Wealth Advisory team. This role represents Trustmark Wealth as a senior leader within the company to expand brand recognition and develop market growth strategies and new business opportunities. The Director of Market Development is responsible for defining and deploying the wealth planning delivery model internally and externally, through the design of a scalable, efficient, and profitable business model. This role leads, oversees and collaborates with other Wealth leadership to pursue thoughtful deliverables and processes for the client experience and business development functions of Wealth.
Responsibilities- Crosstrain, lead and develop team of associates to promote maximum productivity, engagement, and overall contribution to strategic organizational goals.
- Develop and execute a growth plan that is scalable to grow Wealth Management AUM and provide comprehensive Wealth services.
- Accountable for an overall market sales and revenue goal strategies that should be met through the acquisition of new clients from internal and external sources, and the retention and expansion of the existing client base for other Wealth Management solutions.
- Lead the development of the Wealth message and sales strategies to grow Wealth revenue.
- Responsible for the recruitment, development, and retention of a highly performing Wealth Advisory team to accomplish growth objectives and high client service.
- Responsible for direct oversight of the Advisory team as it relates to meeting service and activity targets beyond new business production, including the number of internal and external referrals and COI development.
- Ensure pricing discipline and profitability on fiduciary client relationships together with business unit managers and explore new business opportunities that align with Wealth objectives.
- Maintain a high level of visibility within the company to educate and bring brand awareness with an expectation of high professionalism and integrity.
- Serve on Wealth committees assigned.
- Associates are expected to perform all additional duties as assigned.
- Bachelor's Degree In a business-related field and 12 concurrent years of Wealth Management sales and service experience; orGraduate Degree In a business related discipline and 10 concurrent years of Wealth Management sales and service experience.
- Proven track record of excellence in sales production and/or management within a wealth management business.
- Sound judgment and ability to make decisions and guide others to fulfill decision requirements.
- Exceptional interpersonal and interdepartmental collaboration and communication skills.
- Strong in relationship-building, and strategic thinking skills
- Commitment to integrity, fiduciary responsibility, and client-first service
- Propensity to achieve high client service levels.
- Interpersonal and interdepartmental collaboration and communication skills.
Preferred Qualifications:
- Master's Business Administration, Juris Doctorate or other advanced degree.
- CWS, CFP, CTFA, or CPA
Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.
Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
Employment Type: FULL_TIMEWhat Trustmark National Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Trustmark National Bank
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Jackson, MS, US
Year founded
1889