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Wealth Transition Specialist — Services

Job in Lincoln, Providence County, Rhode Island, 02865, USA
Listing for: Bank of America
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Banking & Finance
  • Customer Service/HelpDesk
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Transition Specialist — Life Services

Bank of America is seeking a Life Services Financial Services Representative in Lincoln, RI. In this role, you'll guide beneficiaries through financial transitions, addressing inquiries and providing exceptional service. Strong communication, problem-solving skills, and a background in financial services are essential.

The job offers an hourly rate of $25.00 - $27.00 based on experience and comes with leading industry benefits. You will be part of a team focused on client satisfaction and wealth management.

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