Transition Specialist: Wealth & Beneficiary Services
Bank of America ATM
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 Bank of America Corporation
$25 - $27 per hour
...whether shaped by military service, community college... ...and referring clients to specialists across the bank. Jobs expectations... ...which focuses on guiding beneficiaries through the transition of deceased account... ...Specialists) are owners of the wealth transition process for...SuggestedHourly payWork at officeFlexible hoursShift workDay shift$25 - $36.92 per hour
...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life... ...operational and client impact Desired Qualification: Experience with wealth management client service, financial industry, regulations and/...SuggestedHourly payWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift- ...Customer Service AssociateWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...SuggestedContract workLocal area
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$7.5k
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- ...leadership to drive client advocacy and outcomes. The position centers on developing leaders, managing escalated cases, and aligning with frontline leaders to improve retention and service excellence across the organization. #J-18808-Ljbffr Bank of America Corporation
$80 per hour
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