Alicia Nussbaum

Provide customer service for clients who no longer have a specific advisor.

Provide further education to clients to help make financial decisions in their best interest.

Meet with clients to provide fully comprehensive financial planning to assist with their life goals.

"Manage" a team of advisors to effectively provide service for clients across the country.

Provide leads and additional assistance to the advisors working within the program

Write policies in the best interest of the client as well as assisting with any policy changes, complaints, or confusion a client might have.

• Developed tailored financial plans for clients based on individual goals and risk tolerance.
• Conducted comprehensive financial analysis to identify investment opportunities and portfolio improvements.
• Provided ongoing support and education to clients regarding financial products and market trends.
• Collaborated with cross-functional teams to enhance customer service and streamline processes.

• Delivered goods efficiently, ensuring timely arrival and customer satisfaction.
• Navigated routes effectively to optimize delivery schedules and minimize delays.
• Maintained vehicle cleanliness and performed routine inspections for safety compliance.
• Communicated with dispatch to coordinate pickups and address delivery issues promptly.

• Oversaw warehouse job functions to meet on-time delivery needs.
• Directed daily activities and workload for warehouse team to achieve output goal requirements.
• Utilized strong problem-solving skills to resolve issues in a timely manner.
• Organized workflow to maximize productivity and minimize cost while maintaining high quality standards.
• Oversaw the recruitment process for new employees; conducted interviews and provided training as needed.
• Ensured efficient management of warehouse operations and personnel, including receiving, loading, unloading, storage, inventory control, shipping, distribution and returns.
• Supervised, scheduled, and trained staff to drive safe and efficient operation of warehouse and delivery functions.
• Provided leadership guidance by setting clear expectations for staff members' job duties and responsibilities.
• Monitored employee attendance records; addressed any discrepancies or disciplinary actions as necessary.
• Coordinated service and maintenance on delivery trucks, forklifts, and other warehouse equipment.
• Evaluated employee performance, motivating and disciplining staff when necessary.
• Coordinated with other departments to ensure that customer orders were filled accurately and efficiently.
• Guided loading and unloading of goods, maintaining safety standards at all times.
• Managed and directed daily activities of production and operations.
• Putting a priority on cross training employees to best utilize strengths and improve on weaknesses.
• Working on ongoing training and self development for myself to increase my skill set to better help my employees and the company.
• Managing the entire branch if I happened to be the only manager present.
• Using the fork lifts when needed to assist with inbound and outbound freight.

• Handling all incoming orders and getting them ready to go for outbound shipments.
• Working closely with the Warehouse Manager to ensure knowledge of orders needing to ship.
• Answering phone calls and assisting customers as well as entering orders when needed to help with effective and efficient customer service.
• Invoicing all orders as they are completed each day.
• Working as a back up for the cashier when absent including taking and posting payments as well as closing cash out daily and ensuring payments are balanced.
• Assisting customers to get tracking on orders.
• Building a relationship with the freight companies to better assist customers if shipments are missing or delayed.
• Working with the customer service representatives to ensure all orders are ready for their specific daily truck runs as well as helping to meet deadlines for when shipments need to be received.
• Keeping an audit of the current orders to ensure no orders have been missed.
• Creating a Bill of Lading for freight and truck orders and getting all packing slips and/or invoices labeled on the correct shipments.
• Ensuring all invoicing is done in a timely manner so as to meet the deadlines for when each company picks up each day.

• Resolved customer issues and provided solutions quickly.
• Answered product questions with up-to-date knowledge of sales and store promotions.
• Trained new staff members on product knowledge, customer service protocols, and sales strategies.
• Updated and noted accounts with information from customers.
• Ensured high levels of customer satisfaction through prompt resolution of complaints.
• Built rapport with customers and accurately assessed needs to make recommendations and upsell to achieve sales goals.
• Processed payments accurately and efficiently while maintaining compliance with company policies.
• Maintained accurate records of customer interactions and transactions for future reference.
• Handled billing inquiries and provided customers with account changes.
• Verified new orders set up on the sales floor.
• Posted daily cash utilizing multiple forms of software to ensure we were fully balanced each day.
• Wrote the training material for those following me on the daily cash posting with step by step instructions on how to get the job done most efficiently and accurately.

• Assigned loads to drivers based on designated routes and driver location.
• Maintained accurate records of dispatches, pickups, and deliveries.
• Maintained positive relationships with drivers by providing helpful advice regarding route selection or traffic conditions.
• Monitored routes and locations to verify timely services and accurate information.
• Provided timely updates arrival times to customers and drivers.
• Assisted in training new staff members on dispatcher duties and responsibilities.
• Processed invoices for payment.
• Demonstrated strong problem-solving skills in resolving customer inquiries and complaints.
• Monitored GPS systems for real-time tracking of vehicles during transit.
• Proficiently used computer systems for data entry, tracking, and managing of driver information.
• Employed sound judgment when making decisions related to dispatch operations.
• Responded quickly to emergency situations involving drivers or vehicles.
• Excelled in multitasking to manage a high call volume with professionalism and efficiency.