... the existing client base for other Wealth Management solutions. * Maintain a high level of ... Represent the firm at networking events, industry conferences, and business development meetings.
... the existing client base for other Wealth Management solutions. * Maintain a high level of ... Represent the firm at networking events, industry conferences, and business development meetings.
... the existing client base for other Wealth Management solutions. * Maintain a high level of ... Represent the firm at networking events, industry conferences, and business development meetings.
... the existing client base for other Wealth Management solutions. * Maintain a high level of ... Represent the firm at networking events, industry conferences, and business development meetings.
... strong client relationships, identifying new business opportunities, and promoting Vulcan ... driven solutions in maintenance, repairs and projects across industrial, commercial, and ...
... strong client relationships, identifying new business opportunities, and promoting Vulcan ... driven solutions in maintenance, repairs and projects across industrial, commercial, and ...
... strong client relationships, identifying new business opportunities, and promoting Vulcan ... driven solutions in maintenance, repairs and projects across industrial, commercial, and ...
... strong client relationships, identifying new business opportunities, and promoting Vulcan ... driven solutions in maintenance, repairs and projects across industrial, commercial, and ...
... strong client relationships, identifying new business opportunities, and promoting Vulcan ... driven solutions in maintenance, repairs and projects across industrial, commercial, and ...
... strong client relationships, identifying new business opportunities, and promoting Vulcan ... driven solutions in maintenance, repairs and projects across industrial, commercial, and ...
The Product Account Representative plays a key role in managing client relationships and supporting product-driven solutions. This position focuses on understanding customer needs, coordinating ...
The Product Account Representative plays a key role in managing client relationships and supporting product-driven solutions. This position focuses on understanding customer needs, coordinating ...
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 · 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 ...
The Product Account Representative plays a key role in managing client relationships and supporting product-driven solutions. This position focuses on understanding customer needs, coordinating ...
The Product Account Representative plays a key role in managing client relationships and supporting product-driven solutions. This position focuses on understanding customer needs, coordinating ...
The Product Account Representative plays a key role in managing client relationships and supporting product-driven solutions. This position focuses on understanding customer needs, coordinating ...
The Product Account Representative plays a key role in managing client relationships and supporting product-driven solutions. This position focuses on understanding customer needs, coordinating ...
Sales Representative
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
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 ...
Travel customer representative
Dothan, AL · On-site
$14.50 - $19.75/hr
Key Responsibilities Respond promptly and professionally to client inquiries via email, phone, and ... Apply today and start your journey with Effortless Travel Solutions!
Travel customer representative
Dothan, AL · On-site
$14.50 - $19.75/hr
Key Responsibilities Respond promptly and professionally to client inquiries via email, phone, and ... Apply today and start your journey with Effortless Travel Solutions!
Position: Lighting Sales Representative III Location: 700 18th St N, Birmingham, AL 35203 Travel ... Provide customized lighting solutions aligned with: * Client objectives * Energy efficiency goals
Quick apply
Position: Lighting Sales Representative III Location: 700 18th St N, Birmingham, AL 35203 Travel ... Provide customized lighting solutions aligned with: * Client objectives * Energy efficiency goals
Clinical Representative - Monarch Urology - Alabama / Georgia
Medical
Dental
Vision
Life
Retirement
PTO
Our Surgery team will give you the chance to deliver surgical technologies and solutions to ... Johnson & Johnson MedTech is recruiting for a Clinical Representative, Monarch Urology. This ...
Clinical Representative - Monarch Urology - Alabama / Georgia
Medical
Dental
Vision
Life
Retirement
PTO
Our Surgery team will give you the chance to deliver surgical technologies and solutions to ... Johnson & Johnson MedTech is recruiting for a Clinical Representative, Monarch Urology. This ...
Clinical Representative - Monarch Urology - Alabama / Georgia
Medical
Dental
Vision
Life
Retirement
PTO
Our Surgery team will give you the chance to deliver surgical technologies and solutions to ... Johnson & Johnson MedTech is recruiting for a Clinical Representative, Monarch Urology. This ...
Clinical Representative - Monarch Urology - Alabama / Georgia
Medical
Dental
Vision
Life
Retirement
PTO
Our Surgery team will give you the chance to deliver surgical technologies and solutions to ... Johnson & Johnson MedTech is recruiting for a Clinical Representative, Monarch Urology. This ...
$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 ...
$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 ...
... solutions that drive operational excellence and sustainable growth. Our team is committed to ... Manage and maintain client accounts, ensuring a high level of satisfaction * Serve as the primary ...
... solutions that drive operational excellence and sustainable growth. Our team is committed to ... Manage and maintain client accounts, ensuring a high level of satisfaction * Serve as the primary ...
Street Team Representative
Birmingham, AL · On-site
$1.0K - $150K/yr
Earn 20% of the total value of every qualifying client contract you help secure. * No cap on ... solutions for businesses, events, residential communities, and organizations. Our mission is to ...
Quick apply
Street Team Representative
Birmingham, AL · On-site
$1.0K - $150K/yr
Earn 20% of the total value of every qualifying client contract you help secure. * No cap on ... solutions for businesses, events, residential communities, and organizations. Our mission is to ...
Insurance Sales Representative
Albertville, AL · On-site
$75K - $95K/yr
... solutions that protect what matters most ... This is a full-time, outside sales role with a focus on relationship-building, client support, and ...
Quick apply
Insurance Sales Representative
Albertville, AL · On-site
$75K - $95K/yr
... solutions that protect what matters most ... This is a full-time, outside sales role with a focus on relationship-building, client support, and ...
Insurance Sales Representative
Northport, AL · On-site
$75K - $95K/yr
... solutions that protect what matters most ... This is a full-time, outside sales role with a focus on relationship-building, client support, and ...
Quick apply
Insurance Sales Representative
Northport, AL · On-site
$75K - $95K/yr
... solutions that protect what matters most ... This is a full-time, outside sales role with a focus on relationship-building, client support, and ...
Insurance Sales Representative
Prattville, AL · On-site
$75K - $95K/yr
... solutions that protect what matters most ... This is a full-time, outside sales role with a focus on relationship-building, client support, and ...
Quick apply
Insurance Sales Representative
Prattville, AL · On-site
$75K - $95K/yr
... solutions that protect what matters most ... This is a full-time, outside sales role with a focus on relationship-building, client support, and ...
Client Solutions Representative information
What do client solutions representatives do?
What does a client solutions representative do?
What is the difference between Client Solutions Representative vs Customer Service Representative?
| Aspect | Client Solutions Representative | Customer Service Representative |
|---|---|---|
| Required Credentials | Typically requires a bachelor's degree, industry-specific certifications | High school diploma or equivalent, on-the-job training |
| Work Environment | Corporate offices, client-facing roles, sales-focused | Call centers, retail, support centers |
| Employer & Industry Usage | Used in tech, finance, consulting firms | Common across retail, telecom, hospitality |
| Comparison Search Intent | Understanding sales and client management roles | Customer 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 job categories do people searching Client Solutions Representative jobs in Alabama look for?
The top searched job categories for Client Solutions Representative jobs in Alabama are:
What cities in Alabama are hiring for Client Solutions Representative jobs?
Cities in Alabama with the most Client Solutions Representative job openings:

Full-time
Re-posted 10 hours ago
Trustmark National Bank rating
8.2
Based on 19 frontline employees who took The Breakroom Quiz
51st of 171 rated banks
Job description
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.
What Trustmark National Bank employees say
Pay
Benefits
Hours and flexibility
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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