Wealth Transition Specialist

Bank of America; Chandler, Northern (AZ, KY); Hybrid; USD 42,000 - 60,000; Full time

Job summary

Bank of America is recruiting a Life Services Financial Services Representative (Transition Specialist) in Chandler, AZ to help clients move wealth assets smoothly and guide beneficiaries through the transition logistics.

You will handle inbound calls, pre-fill and process documents, and prepare accounts for distribution to heirs, collaborating with executors, attorneys, advisors, or state officials. Strong communication and meticulous detail are essential to success.

Qualifications

• Delivers solutions and experiences that improve clients’ financial lives
• Applies learnings and adapts new information to identify appropriate client solutions
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive and ambitious mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client interests
• Demonstrates a willingness to establish a career in the financial services industry
• Strong computer application skills, including Microsoft Office

Responsibilities

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
• Triages client requests and makes referrals to appropriate internal specialists
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
• Drives the wealth transition process forward through a combination of inbound and outbound calls, document processing, and distribution processing
• Provides excellent client service to build value and identify opportunities for deepening conversations with licensed FSAs
• Builds relationships with clients through proactive outreach and client-focused call flow
• De-escalates client concerns by empathizing, taking ownership, and providing clear next steps and time frames
• Responsible for executing on client disposition instructions for both simple and complex scenarios, including multiple beneficiary scenarios

Skills

Active Listening

Attention to Detail

Critical Thinking

Customer Focus

Oral Communications

Account Management

Decision Making

Emotional Intelligence

Result Orientation

Adaptability

Coaching

Prioritization

Referral Identification

Written Communications

Job description

Bank of America is recruiting a Life Services Financial Services Representative (Transition Specialist) in Chandler, AZ to help clients move wealth assets smoothly and guide beneficiaries through the transition logistics.

You will handle inbound calls, pre-fill and process documents, and prepare accounts for distribution to heirs, collaborating with executors, attorneys, advisors, or state officials. Strong communication and meticulous detail are essential to success.