Wealth Transition Specialist — Compassionate Financial Services

Bank of America; Lincoln (RI); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America is seeking a Life Services Financial Services Representative (Transition Specialist) to guide beneficiaries through wealth transitions for deceased accounts. The role combines inbound calls, document processing, and preparing accounts for distribution to heirs.

You will interact with beneficiaries, executors, attorneys, and state officials, ensuring timely, accurate handling and compassionate service in alignment with bank procedures.

Qualifications

• Delivers solutions and experiences that improve clients’ financial lives.
• Ability to take 15-20 calls per day.
• Coachable and eager to provide white-glove service.
• Careful attention to detail and thorough follow-up.
• Excellent verbal and written communication skills.
• Problem solving and analytical mindset.

Responsibilities

• Delivers exceptional customer service by resolving escalated and complex inquiries.
• Triages client requests and refers to internal specialists.
• Educates clients on value-added opportunities across bank products.
• Drives wealth transition process with inbound/outbound calls and document processing.
• Supports distribution processing and beneficiary guidance throughout transitions.
• Builds relationships through proactive outreach and client-focused calls.
• De-escalates concerns with clear next steps and timeframes.

Skills

Active Listening

Attention to Detail

Microsoft Office

Problem Solving

Customer Focus

Verbal & Written Communication

Time Management

Education

Bachelor’s degree

High School Diploma

Tools

Microsoft Office Suite

Job description

Bank of America is seeking a Life Services Financial Services Representative (Transition Specialist) to guide beneficiaries through wealth transitions for deceased accounts. The role combines inbound calls, document processing, and preparing accounts for distribution to heirs.

You will interact with beneficiaries, executors, attorneys, and state officials, ensuring timely, accurate handling and compassionate service in alignment with bank procedures.