Jennifer Boles
Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as... | Pittsburgh, Pittsburgh, United States
*50 free lookup(s) per month.
No credit card required.
Jennifer Boles’s Emails bo****@du****.edu
Jennifer Boles’s Phone Numbers No phone number available.
Social Media
Jennifer Boles’s Location Pittsburgh, Pittsburgh, United States
Jennifer Boles’s Expertise Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. May administer fiduciary accounts. Ensures compliance with all legal and fiduciary regulations, policies and procedures. May manage a book of business. Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure. Responsible for risk management and the resolution of legal and compliance related issues for assigned accounts. Communicates with clients, solves problems, and escalates anticipated or known client issues/concerns Provides risk management and the resolution of legal and compliance-related issues for assigned accounts. Communicates with clients, solves problems and escalates anticipated or known client issues/concerns. Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premises. Identifies other bank products and services as cross-selling opportunities. Prospects for new clients by asking for referrals from existing clients. Cultivates a network through social contacts and community participation and develops a network of external Centers of Influence.
Jennifer Boles’s Current Industry PNC
Jennifer
Boles’s Prior Industry
PNC
Not the Jennifer Boles you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience
PNC
Fiduciary Advisor
Fri Apr 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — PresentSkills
Languages
Jennifer Boles Email Addresses
FAQ About Jennifer Boles
-
Jennifer Boles is located at
Pittsburgh, Pittsburgh, United States -
Jennifer Boles is a
Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. May administer fiduciary accounts. Ensures compliance with all legal and fiduciary regulations, policies and procedures. May manage a book of business. Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure. Responsible for risk management and the resolution of legal and compliance related issues for assigned accounts. Communicates with clients, solves problems, and escalates anticipated or known client issues/concerns Provides risk management and the resolution of legal and compliance-related issues for assigned accounts. Communicates with clients, solves problems and escalates anticipated or known client issues/concerns. Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premises. Identifies other bank products and services as cross-selling opportunities. Prospects for new clients by asking for referrals from existing clients. Cultivates a network through social contacts and community participation and develops a network of external Centers of Influence. PNC -
Jennifer Boles currently works in the
PNC -
Jennifer Boles specializes in
Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. May administer fiduciary accounts. Ensures compliance with all legal and fiduciary regulations, policies and procedures. May manage a book of business. Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure. Responsible for risk management and the resolution of legal and compliance related issues for assigned accounts. Communicates with clients, solves problems, and escalates anticipated or known client issues/concerns Provides risk management and the resolution of legal and compliance-related issues for assigned accounts. Communicates with clients, solves problems and escalates anticipated or known client issues/concerns. Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premises. Identifies other bank products and services as cross-selling opportunities. Prospects for new clients by asking for referrals from existing clients. Cultivates a network through social contacts and community participation and develops a network of external Centers of Influence. -
Jennifer Boles speaks the following languages:
No languages available. -
Jennifer Boles has prior experience in the following industries:
PNC -
Jennifer Boles has the following professional experience:
PNC . -
You can view Jennifer Boles’s
LinkedIn profile at LinkedIn URL. -
Jennifer Boles’s work email addresses are
[email protected] . -
Jennifer Boles works at
PNC
People you may be interested in
- Xavi Aldave
- Sara Heather
- Robert Julian
- May Wang
- Leonard Paxton
- Robin Schroyer
Tècnic de Pressupostos
Housing Officer at Centrepoint
Taxation Adviser and Financial Planner at JSA Accounting Pty Ltd
Accounts Receivable Administrator at St John New Zealand
Owner, ACTS 26:18 Ministries
IT Administration