Transition Specialist: Wealth & Beneficiary Services
Bank of America
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. #J-18808-Ljbffr
Vacancy posted 3 hours ago
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