Wealth Transition Specialist: Expert Beneficiary Support

Bank of America; Jacksonville (FL); On-site; USD 36,000 - 54,000; Full time

Job summary

Bank of America is hiring for a Life Services Financial Services Representative (Transition Specialist) to support the wealth transition process for beneficiaries and heirs. In this role you will handle inbound calls, assist with documentation, and prepare accounts for distribution while guiding clients through complex scenarios.

You will answer questions about accounts and financial services, educate clients on value-added opportunities, and refer cases to specialists when needed.

Qualifications

• Delivers solutions and experiences that improve clients’ financial lives.
• Bachelor’s degree and/or minimum of one year of experience in a performance-based environment.

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.
• Drives the wealth transition process forward through a combination of inbound and outbound calls, document processing, and distribution processing.
• 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.

Skills

Active Listening

Attention to Detail

Critical Thinking

Customer and Client Focus

Oral Communications

Account Management

Client Experience

Written Communications

Decision Making

Emotional Intelligence

Result Orientation

Adaptability

Coaching

Prioritization

Referral Identification

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Bank of America is hiring for a Life Services Financial Services Representative (Transition Specialist) to support the wealth transition process for beneficiaries and heirs. In this role you will handle inbound calls, assist with documentation, and prepare accounts for distribution while guiding clients through complex scenarios.

You will answer questions about accounts and financial services, educate clients on value-added opportunities, and refer cases to specialists when needed.