Wealth Transition Specialist
Job in
Pennington, Mercer County, New Jersey, 08534, USA
Listed on 2026-09-09
Listing for:
Bank of America
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Bank of America in Pennington, NJ is seeking a Life Services Financial Services Representative (Transition Specialist) to guide beneficiaries through the wealth transition process. You will handle inbound calls, pre-fill and process documents, and prepare accounts for distribution for heirs.
The role emphasizes delivering exceptional client service, educating clients on opportunities, and coordinating with executors, attorneys and advisors to ensure timely transitions.
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