More jobs:
Wealth Transition Specialist - Life Services
Job in
East Providence, Providence County, Rhode Island, 02914, USA
Listed on 2026-08-02
Listing for:
Bank of America
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
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
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×