Kari Meeker
Moseley,VA
Summary
Motivated, client centered operations specialist whose innovation and organization has propelled both start up and established businesses. Has serviced high net worth clients with a focus on customer satisfaction in order to optimize customer loyalty and retention while consistently exceeding goals. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. Excellent written and verbal communication skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Operations Manager
Financial Services of Virginia
Glen Allen, VA
11.2023 - Current
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Updated and maintained company website
- Created and maintained company social media presence, growing followers through strategic marketing campaigns
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Developed and maintained relationships with external vendors and suppliers.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
- Achieved higher employee retention rates by fostering a positive work environment and providing opportunities for professional growth.
- Developed and implemented strategies to maximize customer satisfaction.
- Handled staff training initiatives aimed at upskilling the workforce to meet dynamic industry demands.
- Directed initiatives to improve work environment, company culture or overall business strategy.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
Registered Operations Specialist
Virginia Asset Management
Midlothian, VA
04.2021 - Current
- Developed and deepened customer relationships.
- Fine tuned client onboarding processes for premium customer satisfaction.
- Collected, arranged and input information into database system.
- Tracked and analyzed reports to determine needed improvements.
- Organized team operations to facilitate growth by 11% of revenue in first year.
- Implemented new systems to reduce Not In Good Order (NIGO).
- Assisted customers with questions to build loyalty and cultivate lasting relationships.
- Enforced regulatory and company policy compliance to adhere to FINRA standards
- Extensive experience trading mutual funds, equities, ETFs, annuities
Product Sourcing Manager/Buyer Specialist
Bella Jade Boutique
Naples, FL
02.2019 - 04.2021
- Managed and developed relationships with suppliers to attain maximum cost efficiency and leverage buying power.
- Propelled company growth from $200,000 yearly to $3M+ by identifying needs and expanding product selections.
- Established company reputation by developing trusting, on-going relationships with vendors and wholesalers.
- Contributed to increased operations by organizing and paying invoices on time.
Inventory Manager
Bella Jade Boutique
Naples, FL
04.2016 - 04.2021
- Recorded information, shortages and discrepancies to keep records current and accurate.
- Managed $3Mil+ in inventory by keeping detailed reports and spreadsheets on invoices, ship dates, and sales orders.
- Worked with in house team to identify issues and implement new systems leading to problem resolution.
- Created policies and procedures for accepting deliveries and in-taking inventory Shopify and Point of Sales Systems.
- Propelled growth by running sales reports and adjusting inventory levels to handle increased sales.
- Designed and implemented successful inventory control system to track inventory levels and optimize stock levels.
- Built and nurtured positive working relationships with vendors and suppliers.
- Trained new staff on job duties, company policies, and safety procedures for rapid onboarding.
Customer Service Manager
Bella Jade Boutique
Naples, FL
04.2016 - 04.2021
- Resolved customer complaints while prioritizing higher standards for customer satisfaction and loyalty and followed through with client requests to resolve problems.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
- Increased efficiency by creating and implementing procedures for proactively communicating issues with customers in a timely manner to help with retention and drive sales.
- Assumed ownership over team productivity and managed work flow to meet or exceed quality service goals and collaborated with staff members to implement customer service initiatives.
- Reviewed repeated issues within operations and business management to solve problems and improve company outcomes.
Education
J.D. - International Human Rights Law
Albany Law School
Albany, NY06.2009
Bachelor of Science - Politics And Government
North Park University
Chicago, IL06.2006
High School Diploma -
The Loomis Chaffee School
Windsor, CT06.2002
Skills
- Customer Care and Satisfaction
- Operations Management
- Process Improvement
- Writing Skills
- Conflict and Complaint Resolution
- Organization
- eMoney, Albridge, SmartOffice, RedTail, Envestnet, NetX Investor, AdvisorStream, Outlook
Certification
- Holds the FINRA Series 7 and FINRA Series 66 registrations
- Holds Virginia Life/Health/Annuity License.
- Registered Representative and Investment Advisor Representative
Timeline
Operations Manager
Financial Services of Virginia
11.2023 - Current
Registered Operations Specialist
Virginia Asset Management
04.2021 - Current
Product Sourcing Manager/Buyer Specialist
Bella Jade Boutique
02.2019 - 04.2021
Inventory Manager
Bella Jade Boutique
04.2016 - 04.2021
Customer Service Manager
Bella Jade Boutique
04.2016 - 04.2021
J.D. - International Human Rights Law
Albany Law School
Bachelor of Science - Politics And Government
North Park University
High School Diploma -
The Loomis Chaffee School