Summary
Overview
Work History
Education
Skills
Timeline
Generic

Abby Davis

Phoenixville,PA

Summary

Skilled account management professional with proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.

Overview

22
22
years of professional experience

Work History

WEALTH ACCOUNT MANAGER

FIS
01.2020 - Current
  • Strategically focused and responsible for maintaining a positive and consistent relationship with 15 tier 1 -2 clients
  • Serve as the primary contact and client liaison to support problem resolution and ensure client retention.
  • Coordinate with clients and other appropriate areas within the business to ensure delivery of continuous and effective services, including the execution of documents, contract renewals, invoicing queries, project delivery timelines, etc.
  • Conduct regularly scheduled governance meetings with clients to discuss important key service topics, review projects, and assess available service offerings.
  • Foster client relationships, work closely with Executive Level Contacts across our varying client base, including Trust Companies, Registered Investment Advisors, Law-firms, Banking and Financial Institutions.

CLIENT CARE MANAGER, INVESTOR'SVIEW

FIS
01.2015 - 01.2020
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.
  • Established performance and service goals and held associates accountable for individual performance.
  • Partnered with business to deliver services that support product objectives and consistent with corporate values.
  • Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.

TEAM LEAD, INVESTOR'SVIEW

FIS
01.2011 - 01.2015
  • First Line Client Escalation Point.
  • Created processes to drive Development's path for defect resolution, reducing defect queue significantly and prioritizing tickets for release management.
  • Attend Industry Conferences and prepare/facilitate presentations demonstrating system functionality and resources.
  • Technical responsibilities include problem identification, system architecture definition, hardware/software specification and/or design, implementation, client training, issue resolution and solution deployment.

IMPLEMENTATION SPECIALIST/CLIENT REPRESENTATIVE

FIS
01.2008 - 01.2011
  • Managed four to eight implementations per quarter on various trust accounting systems. Assisted in building Reg 9 Review process. Trained (On-site and/or On-line) client side Users (front, middle and back office) on all aspects of system functionality and workflows. Responsible for sale of secondary services.
  • Point Implementation Specialist for High Profile/Sensitive clients.
  • Assisted product manager with defining direction of product enhancements and product growth to meet market needs.

ACCOUNT REPRESENTATIVE

SEI
01.2006 - 01.2008
  • Assisted in system conversions, application training, product installations, set-up and on-going support of mainframe, open architecture and web based products.
  • Consistently recognized for resolving client's technical problems earlier then expected deadline by following up with internal teams
  • Identified potential cross-selling opportunities resulting in additional revenues.

SUPERVISOR, MUTUAL FUND OPERATIONS

SEI
01.2004 - 01.2006
  • Managed 4 Mutual Fund Trading specialists. Trained new employees and assigned job duties to ensure all departmental objectives were properly accomplished.
  • Managed 18 Mutual Fund Trade Specialists when management restructuring occurred.
  • Created and implemented new settlement process for clients, resulting in more streamlined and automated process.

Education

Associate of Science - Accounting and Finance

Ursinus College
Collegeville, PA

Skills

  • Leadership
  • Relationship Building
  • Service excellence
  • Effective problem resolution
  • Account management

Timeline

WEALTH ACCOUNT MANAGER

FIS
01.2020 - Current

CLIENT CARE MANAGER, INVESTOR'SVIEW

FIS
01.2015 - 01.2020

TEAM LEAD, INVESTOR'SVIEW

FIS
01.2011 - 01.2015

IMPLEMENTATION SPECIALIST/CLIENT REPRESENTATIVE

FIS
01.2008 - 01.2011

ACCOUNT REPRESENTATIVE

SEI
01.2006 - 01.2008

SUPERVISOR, MUTUAL FUND OPERATIONS

SEI
01.2004 - 01.2006

Associate of Science - Accounting and Finance

Ursinus College

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