Elaine Julien

Associate, Relationship Management @Brown Brothers Harriman

Boston, MA, US

Serve as the dedicated Relationship Manager for select client accounts, delivering tailored solutions, coordinating cross-functional teams, and maintaining long-term client partnerships- Assist with sales/relationship management efforts- Assist in the preparation of detailed proposals for Investor Services products- Attend client and prospect meetings as appropriate- Research prospect opportunities and provide analysis- Identify, recommend and create new tools for defining prospects- Under supervision, create pro-forma profitability and revenue projections for new business bids for existing and new clients- Conduct and present detailed market and specific company research, including detailed profiling of prospects’ businesses to identify current service providers, estimates of current fees, and product details for review by Relationship Manager- Remain knowledgeable of changing industry initiatives- Assist with financial modeling with direction from manager and Relationship Managers- Ongoing support of all assigned Relationships- Responsible for creating, editing and monitoring all client account documentation within the team- Support various ad hoc projects to document legal and operational requirements of clients- Produce client and prospect presentations as required- Assists Relationship Managers with the execution of the deliverables on the client\'s relationship plan as required- Support important client fund initiatives and new project oversight- Contribute to strategic planning and special projects by gathering information on market segments and clients as part of the sales and relationship plan.