Julia Zdun
Chicago
Summary
Highly motivated and driven Registered Private Wealth Client Associate focused on building strong relationships with high-net-worth clients and supporting brokers and advisors for business growth. Attentive to detail and accuracy in funds transfers, trades and transactions. Fosters positive support to firm business growth and success with a focus on working as a team to integrate all aspect of the business.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Registered Private Wealth Client Associate
Merrill Lynch
03.2024 - Current
- Facilitated new client onboarding process and investment account setup.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Processed and verified all new account applications and documents.
- Organized securities sales and purchases on behalf of customers and companies.
Financial Solutions Advisor
Bank of America Merrill Lynch
07.2023 - 02.2024
- Deepened banking and investment relations with clients
- Provided comprehensive advice and customized solutions to help customers achieve their financial goals
- Maintained close and effective partnerships with business partners
Educator
Lululemon Athletica
09.2022 - 06.2023
- Educated guests on the quality and features of the products
- Created an exceptional experience for all guests incorporating every aspect of what our store had to offer
- Worked the fitness studio, cafe, and retail store on a daily basis
Advisor Development Summer Analyst Intern
Bank of America Merrill Lynch
06.2022 - 08.2022
- Shadowed financial advisors working for Merrill Lynch Wealth Management
- Learned the ins and outs of what it means to be a financial advisor and the impact you can have on clients
- Completed projects and assisted advisors with setting up profiles to help them connect with prospective clients
Education
Bachelors of Business Administration - Finance
Loyola University Chicago
Chicago, Illinois12.2022
Bachelors of Business Administration - Finance
The University of Alabama
Tuscaloosa, Alabama05.2021
Skills
- Client Relationship
- Goal Setting
- Business Integration
- Team Collaboration
Certification
- SIE, FINRA
- Series 7, FINRA
- Series 66, NASAA
Timeline
Registered Private Wealth Client Associate
Merrill Lynch
03.2024 - Current
Financial Solutions Advisor
Bank of America Merrill Lynch
07.2023 - 02.2024
Educator
Lululemon Athletica
09.2022 - 06.2023
Advisor Development Summer Analyst Intern
Bank of America Merrill Lynch
06.2022 - 08.2022
Bachelors of Business Administration - Finance
The University of Alabama
Bachelors of Business Administration - Finance
Loyola University Chicago
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