Juliana Nadir Email & Phone Number

Austin, Tx, Us

Austin, Texas, United States

• Client Acquisition and Onboarding: Recruited 15 teams of financial advisors in 2023. Responsible for setting up their offices, technology, and various services, including connecting them with healthcare brokers and other resources.• Technology Implementation and Support: Sole point of contact for technology implementation for 64 firms across 20 states, with 150 advisors and 110 support staff. Expertise lies in setting up crucial wealth management tools such as CRM, client portals, financial planning tools, and performance reporting systems. Facilitated the approval process for third-party vendors, ensuring their compliance with cybersecurity protocols and safeguarding client data (PII).• Client Retention and Relationship Management: Spearheaded client retention initiatives, aiming to maintain high satisfaction levels among the expanding client base. Strategies involve regular firm visits, providing personalized support, and addressing their concerns, curating peer groups to foster a sense of community among advisors, handwritten cards for birthdays and anniversaries and staying informed about major life events to send gifts. Resulted in zero client attrition in the last two years.• Collaboration and Communication: Working closely with various departments within Kestra, including marketing, event planning, and business consultants, to ensure seamless client experience. Represent PWS at major events, on the nomination of the COO, interacting with high-net-worth clients and promoting the company's services.

San Diego, California, United States

• Handled all travel, meeting requests, calendar management, and personal responsibilities of both executives• Worked closely with all departments in home office – fields all calls prior to direct contact from advisor teams• Monitored Advisor databases (Salesforce, Redtail, AdvisorComplete) • Maintained detailed monthly and yearly reporting of Assets Under Management (AUM)• Worked directly with the Marketing and Events teams as a Private Wealth Services point of contact

San Diego, Ca, United States

Greater San Diego Area

Under the supervision of the Compliance Analyst and Director of Operations, coordinates the client application processes, assists in managing client accounts and running compliance checks on websites, monitors and tracks client applications on company databases, and works directly with compliance team to support the successful application of a merchant account. Handles the day to day flow of the office by monitoring grocery orders, stocking the kitchen and office supplies, tracking company packages and mailings and occasional miscellaneous tasks requested by team members.

Greater San Diego Area

Under the direction of the Managing Partners, Attorneys, and Senior Paralegal, communicated with clients, monitored phones, scheduled appointments, scheduled meetings, created hearing binders, tracked costs, calendared court and hearing dates, compiled client documents, conducted document review, document drafting, and general clerical day-to-day duties.

San Diego, California, United States

Intern for the civilian attorney at the Marine Corps Air Station at Miramar. Answer phones, check in clients, conduct research, compete projects and shadow practicing attorneys

Downtown San Diego

Compute costs, file documents, organize client folders, answer phones

Greater San Diego Area

The San Diego Diplomacy Council (SDDC) offered me an opportunity to assist in their events management program. We worked with participants in the Department of State’s International Visitor Leadership Program as well as local members of SDDC through regular professional interaction and special events and receptions.This position utilized my writing and communications skills, Computer Competency (Microsoft Word, Excel, Publisher), Eventbrite experience and background in international affairs.

Bachelor Of Applied Science (B.A.Sc.), Criminal Justice

Activities and Societies: San Diego State Cheerleading (Spirit & Competitive Team)

Bachelor Of Arts (B.A.), International Security And Conflict Resolution

Activities and Societies: San Diego State University CheerleadingDeans List Spring 2015

Aba Approved Paralegal Certification, Legal Assistant/Paralegal

High School Diploma

Activities and Societies: Varsity Cheerleading