Barbara Narwold
Empowering growth, inspiring change!
- Role
- Financial Customer Associate at Fidelity Investments
- Location
- Covington, KY, US
- LinkedIn followers
- 500 followers
Experience
Financial Customer Associate
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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