Wealth Transition Specialist; Services
Listed on 2026-09-30
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Finance & Banking
Bank of America is seeking a Life Services Financial Services Representative (Transition Specialist) to join the team in Rhode Island. You will handle inbound calls, pre-fill and process documents, and prepare accounts for distribution to heirs.
In any one 8-hour shift, you may speak with beneficiaries, executors, attorneys, advisors, or state officials. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries
As a Wealth Transition Specialist (Life Services), you will play an important part at Rhode Island Bar Assn. in RI, United States.
We invite applications for the Wealth Transition Specialist (Life Services) position located in RI, United States.
The following role is for a Wealth Transition Specialist (Life Services) with Rhode Island Bar Assn.
Our group is growing, and we are hiring a Wealth Transition Specialist (Life Services) in RI, United States.
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