SHARON NORVELL
Flower Mound,Texas
Summary
Results-oriented professional with strong communication and interpersonal skills. Leverages creative thinking to enhance team success and deliver high-quality client guidance. Experienced in identifying customer needs, resolving conflicts, and building lasting relationships.
Overview
22
22
years of professional experience
Work History
Associate, Advisor & TPA Support
Fidelity Investments
04.2023 - Current
- Built trusted advisor relationships through proactive follow-up and responsive issue resolution.
- Successfully resolved any advisor concerns or inquiries promptly by leveraging extensive knowledge of financial concepts and strong problem-solving skills.
- Navigated multiple systems to manage requests.
- Collaborated with team members to share knowledge, identify competencies and achieve service level agreements.
- Remained knowledgeable about Advisor Onboarding while becoming subject matter expert in key areas.
IMPLEMENTATION COORDINATOR
Fidelity Investments
08.2006 - 04.2023
- Assigned implementation project team to new business and corporate action projects, ensuring effective resource allocation.
- Collaborated with project personnel to identify and resolve issues impacting project setup and execution.
- Coordinated and attended meetings to develop project strategies with business partners in other groups.
- Coordinated meetings with business partners to develop and refine project strategies, enhancing interdepartmental collaboration.
- Collaborated with business partners with business partners in other groups on ongoing responsibilities regarding recurring advisor fees across the Advisor Help Desk & FIAM.
CUSTOMER SERVICE ASSOCIATE - CALL CENTER
Fidelity Investments
01.2005 - 01.2006
- Adhered to established procedures during customer calls to ensure consistent service delivery.
- Incorporated feedback from call manager to enhance call handling techniques in subsequent interactions.
- Provided accurate information to resolve inquiries, troubleshoot issues, and effectively handle complaints.
- Navigated multiple computer systems and applications and utilized search tools to find information.
- Resolved complex account inquiries, transactions, and service requests while maintaining policy and compliance standards.
Education
BACHELORS OF BUSINESS ADMINISTRATION - Business Management
Northwood University
Cedar Hill, Tx05-1998
ASSOCIATE IN ARTS IN - FASHION MARKETING & MERCHANDISING
Northwood University
Cedar Hill, Tx05-1996
Skills
- Project implementation
- Project coordination
- Financial Software
- Data Gathering
- Microsoft Office
- File Management
- Procedural updates
- Special Projects
- Problem-Solving Skills
- Attention to detail
- Client Relations
- Customer service
Timeline
Associate, Advisor & TPA Support
Fidelity Investments
04.2023 - Current
IMPLEMENTATION COORDINATOR
Fidelity Investments
08.2006 - 04.2023
CUSTOMER SERVICE ASSOCIATE - CALL CENTER
Fidelity Investments
01.2005 - 01.2006
ASSOCIATE IN ARTS IN - FASHION MARKETING & MERCHANDISING
Northwood University
BACHELORS OF BUSINESS ADMINISTRATION - Business Management
Northwood University