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Wealth Transition Specialist

Bank of America

Bank of America is recruiting a Life Services Financial Services Representative (Transition Specialist) in Chandler, AZ to help clients move wealth assets smoothly and guide beneficiaries through the transition logistics. You will handle inbound calls, pre-fill and process documents, and prepare accounts for distribution to heirs, collaborating with executors, attorneys, advisors, or state officials. Strong communication and meticulous detail are essential to success. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
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