Barbara Narwold

Empowering growth, inspiring change!

Role
Financial Customer Associate at Fidelity Investments
Location
Covington, KY, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

Experience

  1. Financial Customer Associate

    Fidelity Investments

    Oct 2025 — Present · Covington, KY, US

    Respond to customer inquiries about their 401(k) or other accounts: checking balances, making withdrawals, handling fund transfers, or loans. • Provide education and resources so customers can make informed decisions about their financial situations. • Use multiple communication channels (phone, email, live chat etc.) to interact with customers. • Progress through training: starting with basic customer calls and gradually handling more complex issues or channels. • Participate in team and coaching activities (well-being support, career coaching, team builds) during non-phone/digital time. • Maintain quality service standards, follow policies, and help resolve customer issues in a balanced and professional manner.

Education

  • Western Governors University

    Master of Education - MEd, Education Technology and Instructional Design

  • Batesville High School

    Core 40

    2006 — 2010

  • Northern Kentucky University

    Bachelor's degree, Organizational Leadership

    2010 — 2015

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Barbara Narwold — Financial Customer Associate at Fidelity Investments in Covington, KY, US | Unifers