Elisabeth Betner
CSA at PNC Private Bank
- Role
- Private Bank Client Solution Specialist Sr at PNC
- Location
- Kalamazoo, MI, US
- LinkedIn followers
- 500 followers
Experience
Private Bank Client Solution Specialist Sr
Nov 2024 — Present · Indianapolis, IN, US
Client Relationship Management • Serve as the main point of contact for high-net-worth individuals, families, or institutions. • Provide tailored financial solutions based on clients’ asset management needs and goals. • Collaborate with financial advisors, investment specialists, and estate planners to meet client objectives.2. Portfolio and Account Management • Oversee and administer client accounts, ensuring proper execution of investment strategies and goals. • Monitor account activity to ensure compliance with regulatory requirements and internal policies.3. Client Service and Problem-Solving • Address client inquiries, troubleshoot issues, and resolve concerns related to investments, trust services, or estate planning. • Deliver customized solutions for complex asset management scenarios, such as tax-efficient investment strategies or wealth transfer plans.4. Product and Service Expertise • Provide guidance on PNC Private Bank’s investment, trust, and wealth management products. • Help clients understand market trends, asset allocations, and investment performance.5. Operational and Risk Oversight • Coordinate the setup and maintenance of client accounts, ensuring accuracy and timeliness. • Assist in risk mitigation by ensuring adherence to compliance regulations and reviewing account documentation.6. Collaboration and Teamwork • Work closely with internal teams, including portfolio managers, financial advisors, and legal experts, to deliver comprehensive solutions. • Participate in client meetings, presentations, and strategy discussions
Education
Indiana Wesleyan University
Associate's degree
2020 — 2021
Indiana Wesleyan University
Bachelor's degree
2021 — 2024
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.