Meredith Ottley Nye Email & Phone Number

Tempe, Arizona, United States

• As a Client Success Specialist, my responsibilities include:
• Handling complaints, troubleshooting problems, and providing solutions.
• Effectively gathering and analyzing information while using reason and good judgment to solve client problems.
• Researching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlines.
• Providing complete/accurate responses issued with empathy and understanding.
• Posting interaction within our tooling to document updates to client accounts.

Scottsdale, Arizona

• In my role as Onboarding Team Leader, I:
• Managed a team of 12-14 Onboarding Specialists through continuous change, championing broader thinking, and creating a transparent environment of open communication and clear expectations.
• Directed and delegated crew members on how to best serve clients and significantly increase acumen and prepare for future promotions.
• Conceptualized new methods to improve the business environment and trains team members on how to implement lean principles. Encouraged the team on out-of-the-box thinking and systematic risk-taking.
• Integrated and employed visual management tools to the team to raise productivity and strengthen team spirit and morale.
• Selected by Human Resources to raise awareness on Vanguard by visiting university and college campuses to interact with students and share Vanguard’s values due to exceptional people skills.

• In my previous role as Personal Investor Team Leader, I:
• Supervised a team of 12-14 Investment Professionals. Leveraged a motivational management style.
• Identified and analyzed several hidden opportunities and improved the individual ability of each team member and facilitated the culture of strict focus and compliance.
• Created a stable and positive environment which led to a great increase in productivity and individual efficiency, while efficiently communicating the company goals and monitoring goal attainment.
• Guided crew members on how to recognize strengths and opportunities by spending quality time instructing and training them, with the goal to raise the standard of every company team.
• Worked hand-in-hand with each crew member and helped them prepare for promotions. This led to every member getting promotions to higher levels within the company.

• In my previous role as Personal Investor Brokerage Professional, I:
• Applied vast CRM skills along with Series 7 and 63 licenses to produce outstanding customer service to all clients. Known as the "go-to" person who will get it done and proven ability to wear many "hats".
• Efficiently resolved complex problems by partnering with internal departments and taking control of every crisis, drumming up realistic solutions and effectively applying them.
• Served as a mentor and coach to new hires, offered classroom trainings and on-deck learning, which prepared them for their future roles in the company and taught them how to tackle problems.
• Led the Onboarding and Training department to ensure training accuracy and served as a consultant to make changes on the new hire training program.
• Worked as an informal team leader during the hiring and training process and singlehandedly decided how run the trainings, engagement activities, and hurdles.

Moses Lake, Washington

• In my previous role as Digitial Sales Faciltior, I:
• Served as interim team leader for 6 weeks on a special request by the manager.
• Worked closely with the Human Resource Used Digital Marketing skills and experience to drive positive results for clients seeking to increase online presence.
• Worked with marketing teams to meet deadlines and expectations; researched, created, organized, and implemented marketing plans using data driven plans.

Acted as the front line for the Automotive Department at BYU-Idaho. Audited entire department and accounted for all expenses. Assigned projects to technicians. Used world class customer service skills to ensure positive experience for clients, students, teachers and staff.

Moses Lake, Washington

Performed field tests and equipment installations. Called potential distributors and marketed products. Developed marketing plan.

Rexburg, Idaho

IBC experience; started a company on campus as part of business program. Established and maintained effective communication system. Ensured that team member responsibilities were defined and understood. Developed advertising and marketing plan for company on limited budget. Generated 33% awareness across campus in only one month.

Bachelor'S Degree, Business, Management, Marketing, And Related Support Services

Activities and Societies: Entrepreneurial SocietyAt BYU-Idaho I studied Business Management with an emphasis in Marketing. I took courses.

Transfer Student, General Studies

At LDS Business College I got a head start taking some general classes, I knew I was only going to be there for a semester.