Summary
Overview
Work History
Education
Skills
Certification
Career Break - Reason
Timeline
Generic

Sheila Vandre Flanagan

Rolesville

Summary

Dedicated to delivering empathetic and exceptional customer experiences, I am passionate about providing top-notch service. I excel in proactive problem-solving, striving to identify and address issues before they escalate. With a keen eye for detail, I am driven by achieving results and constantly pushing myself to excel. Self-motivated and goal-oriented, I consistently seek opportunities to enhance my skills and contribute to team success.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Customer Service Associate

Fidelity Investments
01.2023 - Current
  • Consistently deliver measurable exceptional customer service to Fidelity clients
  • Protect and ensure the integrity of confidential information
  • Collaborated with other business units within Fidelity to address client needs
  • Support clients in resolving complaints and concerns
  • Lead planning for team events, outings, weekly reminders, and engagement
  • Proficient with software systems and Microsoft products

Customer Service Associate

Goldfish Swim School
03.2022 - 12.2022
  • Assist large volume of customers daily with scheduling, appointments, account maintenance
  • Reach out to customers to inform of specials and promotions
  • Maintain a safe and secure environment for students and families

Preschool Teacher and Childcare Provider

Hope Lutheran Preschool
08.2018 - 08.2020
  • Plan and prepare age-appropriate curriculum for early childhood education
  • Teach critical thinking and problem solving
  • Foster relationship building
  • Assess and monitor student progress and hold parent-teacher meetings

Education

Sociology

University of Wisconsin-Madison

American Institute for Paralegal Studies

Skills

  • Customer Focused
  • Written and Verbal Communication
  • Critical Thinking
  • Collaboration
  • Analytical
  • Empathetic
  • Self Motivated
  • Adaptable

Certification

  • SIE, Series 7 and Series 63 Licenses
  • Fidelity Excellence in Action nominee in Q2 and Q3 2023, Winner in Q1 2024
  • Paralegal Certification
  • Health Coach Certification (IIN)
  • Yoga Certification

Career Break - Reason

Family responsibilities, including homeschooling and volunteering

Timeline

Customer Service Associate

Fidelity Investments
01.2023 - Current

Customer Service Associate

Goldfish Swim School
03.2022 - 12.2022

Preschool Teacher and Childcare Provider

Hope Lutheran Preschool
08.2018 - 08.2020

American Institute for Paralegal Studies

Sociology

University of Wisconsin-Madison
Sheila Vandre Flanagan