Tyanne Jones
Keller,TX
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
7
7
years of professional experience
Work History
Work Leader
Fidelity Investements
07.2024 - Current
- Serve as the subject matter expert for a team of 10 associates, supporting their day-to-day responsibilities, and fostering an environment for career development.
- Review data and analyze trends to assist in the development of training plans for the team based on knowledge gaps and business needs.
- Assist with daily and weekly manager responsibilities.
- Partner across Fidelity to help identify and mitigate potential risk and fraudulent behaviors through thorough review of account histories, while maintaining Fidelity's policies and procedures.
- Facilitate team meetings, ensuring business updates are communicated and understood by all associates.
- Collaborate with the Central Planning Group to overlook the daily workflow to aid in proper management of phone and processing queues.
Senior Client Service Representative
Fidelity Investments
01.2023 - 07.2024
- Assist the Tax and Outbound Services team by assuming the responsibility of the daily remittance processing.
- Designated closing floorwalker to provide next level resolution for associates facing complex work scenarios.
- Conduct accurate and efficient documentation review to facilitate necessary account maintenance processing in accordance with policies and procedures.
- Provide personalized client experience, identifying unique needs and providing information and services to match.
- Key contributor as project manager, creator, and facilitator to the Level Up training program, enhancing associate skills in Banking scenarios and wire transactions.
Client Service Representative
Fidelity Investments
01.2022 - 12.2022
- Assists the Select Service Team to maintain VIP level service to high net-worth financial advisors.
- Accurately review and process TOA, redemption, and purchase paperwork.
- Mentor and provide guidance to new associates through the Fidelity Buddy Program.
- Foster team building and ongoing training by double-jacking, new hire floor support, as well as bringing awareness to company benefits and perks.
Event Ambassador
TopGolf
02.2018 - 01.2022
- Properly set up corporate, social, and family-oriented events promptly according to the service agreement.
- Maintain effective communication with the various departments in the organization to result in exceptional events.
- Build relationships with clients to produce return clientele.
- Provide performance feedback on mentored staff for management review.
- Correctly prepare and file administrative paperwork.
Bay Host
TopGolf
10.2017 - 01.2022
- Provide guests with the utmost care.
- Promote current sales focuses and offers.
- Use proper steps-of-service to create a positive and safe environment for guests.
- Mentored new team members to succeed and advance within the company.
Education
Certificate - Business Analytics
ECornell
03-2025
MBA - Business Administration
Texas Woman's University
Denton, TX05-2023
Bachelor of Science - Health Studies
Texas Woman's University
Denton, TX12-2020
Accomplishments
- Impact Award winner -Recognized by the Tax and Outbound Services team
- K.N.O.W Program Traveler - FI Learning and Development
- Awarded numerous recognitions from peers and clients
- Assisted in a successful implementation of Natural Language Understanding for the OSG Call Center
- Participant in the FBSI pilot for advancement of firm technology
- Active member of Fidelity Cares
Timeline
Work Leader
Fidelity Investements
07.2024 - Current
Senior Client Service Representative
Fidelity Investments
01.2023 - 07.2024
Client Service Representative
Fidelity Investments
01.2022 - 12.2022
Event Ambassador
TopGolf
02.2018 - 01.2022
Bay Host
TopGolf
10.2017 - 01.2022
Certificate - Business Analytics
ECornell
MBA - Business Administration
Texas Woman's University
Bachelor of Science - Health Studies
Texas Woman's University
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