Bernadette Aler

SALES & CUSTOMER SERVICE

• Provide excellent customer service to ensure customers receive the optimal Nick Scali Furniture experience
• Use selling skills and product knowledge information to achieve sales targets and close sales on a daily and weekly basis
• Ensure that the sales order paperwork and company internal documentations are completed correctly to ensure furniture orders can be placed with suppliers without delay
• Use selling skills to maximize multiple sales (Sell The Room Solution) or add-on sales (Care Products & Extended Warranty) to ensure customer satisfaction - Review individual sales performance with the Showroom Manager regularly to identify opportunities to maximize and/or improve sales conversion rates and customer orders
• Ensure all customer complaints are resolved in a timely and effective manner or escalate to the Showroom Manager to resolve where necessary

• Performing data entry on various CRM platforms such as TaskX, Xplan, YGM, JIRA, Adobe Sign, and DocuSign.)
• Signed Ongoing Fee Arrangement Documents have been saved to Xplan via Wealth Consent Inbox to maintain accurate records.
• Follow up with clients to confirm OFA doc implementation details, and address concerns professionally and promptly.
• Assisted in developing client relationships by responding promptly to emails, phone calls, and other forms of communication.
• Maintained accurate records of customer interactions using CRM software.

• Maintain accurate records and follow business policies and compliance guidelines.
• Confidently prepare the necessary application forms to support the seamless Statement of Advice (SoA) implementation.
• If any irregularities are noticed in the SoA, it is important to inform the adviser promptly.
• Updating and maintaining client database
• Keeping up to date with all jobs in CRM.
• Provide information to the advisers in a fast and efficient manner.
• Collecting Centrelink Letters
• MLC FUM Report every end of the month.
• Preparing and finalizing advice documents and implementing recommendations.
• Completing application forms and tracking the implementation process.

• Utilized a variety of software systems including CRMs and portfolio management tools in order to track client information and manage portfolios efficiently.
• Review paraplanning instructions for entering data in Wealth Solver, and Risk Researcher in X-Plan tools.
• Review client documents related to investment strategy and portfolio re-balancing. Assist in preparing advice documents such as Record of Advice (ROA) and Statement of Advice (SOA).
• Prepare client review documents related to investment strategy and portfolio re-weighting.
• Prepare financial planning file notes and maintain client files (electronically) as required.
• Reviewed client portfolios regularly to ensure proper asset allocation mix was maintained.

• Maintained client financial records and documents, ensuring accuracy and confidentiality.
• Assisted with the preparation of financial plans for clients, researching product options to meet their needs.
• Provided administrative support to Financial Planners by preparing reports, collecting data, and scheduling appointments.
• Preparation of application forms required to support the Statement of Advice (SoA) implementation.
• Notifying the adviser if pick up on any anomalies in the SoA. Provide information to the advisers in a fast and efficient manner.
• Keeping up to date with all jobs in CRM (Xplan)