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Client Solutions Representative Jobs in Alabama (NOW HIRING)

Sales Representative

Moody, AL · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Sales Representative ID: 4568 Location: Moody Description High Tide Oil Company, Inc is currently ... client accounts * Expert in petroleum and lubricant products and solutions Duties and ...

Sales Representative

Moody, AL

  • Medical

  • Dental

  • Vision

  • Retirement

Sales Representative ID: 4568 Location: Moody Description High Tide Oil Company, Inc is currently ... client accounts * Expert in petroleum and lubricant products and solutions Duties and ...

$74K - $101K/yr

  • Medical

  • Retirement

  • PTO

Leverage industry expertise, market insights, and internal subject matter experts to position solutions that address utility challenges and create measurable business value. * Represent Itron at ...

Showing results 41-60

Client Solutions Representative information

What do client solutions representatives do?

Client solutions representatives serve as the primary point of contact between a company and its clients, helping to understand client needs and providing tailored solutions. They often handle customer inquiries, troubleshoot issues, and promote products or services, using communication skills and CRM tools to ensure client satisfaction and retention.

What does a client solutions representative do?

A client solutions representative is responsible for managing client relationships, understanding their needs, and providing tailored solutions to meet those needs. They often communicate via phone, email, or in person, and may use CRM tools to track interactions and sales opportunities.

What is the difference between Client Solutions Representative vs Customer Service Representative?

AspectClient Solutions RepresentativeCustomer Service Representative
Required CredentialsTypically requires a bachelor's degree, industry-specific certificationsHigh school diploma or equivalent, on-the-job training
Work EnvironmentCorporate offices, client-facing roles, sales-focusedCall centers, retail, support centers
Employer & Industry UsageUsed in tech, finance, consulting firmsCommon across retail, telecom, hospitality
Comparison Search IntentUnderstanding sales and client management rolesCustomer support and issue resolution

The main difference is that a Client Solutions Representative focuses on building client relationships, providing tailored solutions, and often involves sales activities. In contrast, a Customer Service Representative primarily handles customer inquiries, resolves issues, and provides support. Both roles require strong communication skills, but the Client Solutions role typically demands more industry-specific knowledge and a proactive sales approach.

What are popular job titles related to Client Solutions Representative jobs in Alabama?

For Client Solutions Representative jobs in Alabama, the most frequently searched job titles are:

What cities in Alabama are hiring for Client Solutions Representative jobs?

Cities in Alabama with the most Client Solutions Representative job openings:

Infographic showing various Client Solutions Representative job openings in Alabama as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Director - Retirement Plan Services

Trustmark Bank

Birmingham, AL • On-site

Full-time

Re-posted 10 hours ago


Trustmark National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

51st of 171 rated banks


Job description

Overview
The Director - Retirement Plan Services provides strategic leadership and operational oversight for Wealth Management's qualified retirement plan business, with accountability for growth, client experience, fiduciary excellence, and team performance. The Director is responsible for developing and executing growth strategies that enhance the existing delivery model, driving new client acquisition and client retention, with the goal of increasing fee revenue through both internal and external sales channels. This position will lead and mentor a high-performing team, lead direct sales efforts and/or participate in sales efforts with a team of advisors.
Responsibilities
  • Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.
  • Develop and execute a growth strategy to scale Wealth Management's qualified plan business unit profitably.
  • Accountable for an overall market sales and revenue goal 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.
  • Maintain a high level of visibility within the company to educate and bring brand awareness across the company to increase internal partnership collaboration to grow referral network.
  • Represent the firm at networking events, industry conferences, and business development meetings.
  • Build and mentor a high-performing team to support plan growth and retention.
  • Streamline internal workflows to enhance service delivery and enhance efficiency
  • Collaborate with wealth management advisors and private bankers, to cross-sell investment services, enhance client retention and provide holistic client solutions.
  • Act as a senior advisor to key clients.
  • Build a network of external partnerships with third-party fiduciaries, recordkeepers, TPAs, Retirement Plan consultants, and industry focused vendors to ensure best in class service.
  • Ensure that services delivered under the designated service model align with ERISA, DOL, IRS and other applicable regulations.
  • Oversee compliance, operational systems, and technology infrastructure to support efficient and scalable operations.
  • Perform additional duties assigned by management to meet organizational needs.
  • Serve on Wealth committees assigned.
  • Associates are expected to perform all additional duties as assigned.

Qualifications
  • Bachelor's Degree in a business-related field and 10 concurrent years of experience in in sales or administration of qualified/non-qualified employee benefit plans with at least two years being in a leadership role;
    -or-
    Graduate Degree in a business-related discipline and 7 concurrent years of experience in sales or administration of qualified/non-qualified employee benefit plans with at least a year of experience in a leadership role.
  • Sound judgment and ability to make decisions and guide others to fulfill decision requirements.
  • Exceptional Interpersonal and interdepartmental collaboration and communication skills.
  • Proven success managing teams and achieving growth targets.
  • Strong understanding of ERISA, fiduciary standards, plan design, and retirement plan consulting.
  • Strong in relationship-building, and strategic thinking skills.
  • Commitment to integrity, fiduciary responsibility, and client-first service.

Physical Requirements & Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, 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.

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