Abigail Fonow
Johnson Investment Counsel
Columbus,Ohio
6
years of professional experience
Experienced Wealth Operations Professional with over 8 years in financial services, focusing on alternative investments, client escalation management, and private wealth operations. Combines expertise in compliance and AML/KYC oversight with hands-on experience in high-net-worth fiduciary service delivery. Proven track record in enhancing service delivery, developing training materials, and streamlining cross-departmental workflows.
Work History
Client Service Associate
9 Months- Open, maintain, and close client accounts using primarily digital workflows and electronic signature tools like DocuSign.
- Prepare and execute account transfers, distributions, and routine maintenance requests accurately.
- Oversee all forms of cash flow activity, including charitable and non-charitable gifting of cash and securities, processing checks, wires, ACH transfers, and bill payments.
- Act as the main contact for routine client inquiries via phone, email, and digital messaging.
- Assist with drafting routine client correspondence and distributing quarterly portfolio performance and tax reporting materials.
- Develop and maintain a thorough working knowledge of compliance and assigned client account structures with unique service needs.
Alternative Investments Escalations Team Associate
4 Years 9 Months- Executed seamless service delivery across Digital, Cash Management, and Alternative Investments departments through cross-functional expertise.
- Escalation Team – Execute time-sensitive email and phone outreach campaigns while maintaining white-glove service standards for high-performing branch personnel. Support the phone team by answering questions they received on the lines, and supply the field with their clients’ tax forms.
- Develop comprehensive training materials for tax procedures and risk management, empowering team members across Alternative Investments.
- Develop comprehensive training materials for tax procedures and risk management, empowering new team members across Alternative Investments.
- Performed AML/KYC compliance initiatives across high-risk client portfolios involving internal and external outreach managing documentation reviews and maintaining strict regulatory standards.
Education
Bachelor of Integrative Studies - Interdisciplinary with a concentration in Social Sciences
President’s List Spring 2020 – Summer 2020
Skills
Salesforce
Client account management
Troubleshooting
Interpersonal and written communication
Timeline
Client Service Associate
Johnson Investment Counsel
11.2025 - CurrentRead More
Alternative Investments Escalations Team Associate
Morgan Stanley
02.2021 - 11.2025Read More
Kent State University
Bachelor of Integrative Studies from Interdisciplinary with a concentration in Social Sciences
Read More
HONORS
Accepted an off-phone position with Alternative Investments Team June 2022, Promoted from analyst to associate at Morgan Stanley January 2023, Accepted new position at Johnson Investment counsel as a CSA
LEADERSHIP EXPERIENCE
- Initiated a personal project gathering feedback on training materials and team meetings to improve new hire training and reduce turnover. The project was presented to senior management bridging the gap between department heads and their subordinates providing greater insight and the implementation of new procedures.
- Served as Wellbeing Influencer, communicating firm benefits, sharing insights, and initiating group health-related activities with the team.