Wealth Transition Specialist – Life Services

Bank of America; Riverside (OH); On-site; USD 71,635,000 - 77,366,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a Life Services Financial Services Representative (Transition Specialist) to own the wealth transition process. You will handle inbound calls, pre-fill and process documents, and prepare accounts for distribution to heirs in a regulated, client‑focused environment.

The role emphasizes exceptional client service, timely resolution of complex inquiries, and collaboration with licensed FSAs and internal specialists.

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.

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 inbound and outbound calls, document processing, and distribution processing.
• Provides excellent client service to build value and identify opportunities for deepening conversations with our 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 and Client Focus

Oral Communications

Account Management

Client Experience Branding

Decision Making

Emotional Intelligence

Result Orientation

Adaptability

Coaching

Prioritization

Referral Identification

Written Communications

Education

High School Diploma / GED

Bachelor’s degree

Tools

Microsoft Office

Job description

Bank of America is seeking a Life Services Financial Services Representative (Transition Specialist) to own the wealth transition process. You will handle inbound calls, pre-fill and process documents, and prepare accounts for distribution to heirs in a regulated, client‑focused environment.

The role emphasizes exceptional client service, timely resolution of complex inquiries, and collaboration with licensed FSAs and internal specialists.