Transition Specialist: Wealth & Beneficiary Services
Listed on 2026-11-04
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Finance & Banking
Banking & Finance, Financial Services, Wealth Management
Bank of America is seeking a Life Services Financial Services Representative (Transition Specialist) in Pennington, NJ. The role handles inbound calls, document processing, and prepares accounts for distribution to heirs, delivering exceptional client service and guiding beneficiaries through the transition process.
The position requires strong communication, attention to detail, and the ability to educate clients on value-added opportunities and bank services.
This opportunity is for the Transition Specialist:
Wealth & Beneficiary Services role at Bank of America.
Join us at Bank of America as our next Transition Specialist:
Wealth & Beneficiary Services in Pennington, AL, United States.
We are currently recruiting a Transition Specialist:
Wealth & Beneficiary Services for our team in Pennington, AL, United States.
This is a great opening to take on the Transition Specialist:
Wealth & Beneficiary Services role at Bank of America.
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