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.• Satisfying quality assurance and KPI requirements.• Meeting quality control expectations through the monitoring of contact resolution.• Adhering to prioritization requirements, in order to meet Company goals for servicing responsiveness.• Creating tickets and providing follow-up as required.• Adhering to client facing and internal Service Level requirements.• Ensuring client retention and maintenance.• Being the friendly, knowledgeable first point of contact for inbound inquiries. • Conducting appropriate and timely follow up to ensure the highest level of service. • Communicating in a relatable, humanized way to promote trust and allegiance.

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.• Spearheaded a team of recruiters to find and recruit students with amiable and demonstrative personality to find qualified top applicants for the business.

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.• Carried out interviews with qualified candidates and selected the best fits for the company. Ensured that each hire had the potential to raise the standards of the company and brought something unique to the table.• Worked harmoniously with teams cross-site to maintain consistency, exchange knowledge and experience, and optimize resources and best practices.• Supported and contributed to multiple large, high-visibility department projects; Provided business impact, change impact, and analysis, ensuring all changes are properly planned and well communicated to staff. • Led teams of exceptional candidates in training/support programs, ensuring the success of the programs and producing a staff of highly qualified and trained individuals.• Increased performance, accuracy, and efficiency throughout the department by leading by example and delivering exemplary results, and adhering to the company’s standards while following all guidelines and procedures.• Placed all applicants in the right departments by working with Crew Relations and Recruitment officers to ensure no talent was wasted.

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.• Served as interim team leader for 6 weeks on a special request by the manager. Worked closely with the Human Resource Department on sensitive issues, improved team metrics, and increased engagement while the permanent leader was on a leave. Noticeably increased the team’s standard by proactively finding opportunities to adjust processes for efficiencies.

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.