Wealth Transition Specialist - Life Services

Bank of America; East Providence (RI); On-site; USD 34,440 - 37,195; Full time

Job summary

Bank of America in Rhode Island seeks a Life Services Financial Services Representative (Transition Specialist) to guide beneficiaries through the wealth transition process. You will handle inbound calls, prepare documents, and coordinate distribution of estate assets with timely, compliant service.

In this role you will triage requests, educate clients on options, and collaborate with internal specialists to ensure accurate processing and smooth transitions for executors, heirs, and state

Qualifications

• Bachelor’s degree and/or minimum of one year of experience in a performance-based environment
• High School Diploma/GED required

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
• Drive the wealth transition process forward through a combination of inbound and outbound calls, document processing, and distribution processing
• Provide excellent client service to build value and identify opportunities for deepening conversations with our licensed FSAs
• Build relationships with clients through proactive outreach and client-focused call flow
• De-escalate 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

Written Communications

Account Management

Client Experience

Decision Making

Emotional Intelligence

Adaptability

Coaching

Prioritization

Referral Identification

Problem Solving

Education

Bachelor’s degree

High School Diploma

Job description

Bank of America in Rhode Island seeks a Life Services Financial Services Representative (Transition Specialist) to guide beneficiaries through the wealth transition process. You will handle inbound calls, prepare documents, and coordinate distribution of estate assets with timely, compliant service.

In this role you will triage requests, educate clients on options, and collaborate with internal specialists to ensure accurate processing and smooth transitions for executors, heirs, and state