Olivia Saraf
Relationship Management @ Brown Brothers Harriman | Boston College MBA Candidate
- Role
- Relationship Management Analyst, Associate at Brown Brothers Harriman
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Relationship Management Analyst, Associate
Aug 2022 — Present · Boston, MA, US
Serve as a Relationship Manager for key client accounts, acting as the primary point of contact and leading strategic engagement to drive satisfaction, retention, and growthIn addition to managing my own relationships, support Sales and Relationship Managers through proposal creation and seamless facilitation of client meetings to strengthen broader engagement effortsCollaborate with marketing and communications teams to create impactful materials for board meetings, operational sessions, and client pitches, showcasing narrative mastery and tailored communication strategiesAssume the role of project manager for critical client projects, actively collaborating with cross-functional teams, and delivering progress presentations to both clients and senior leadership internallyDevelop comprehensive revenue projections for new business bids for new and existing clientsOptimize team efficiency and utilization in SalesForce, actively tracking and capitalizing on new opportunities for enhanced productivityFacilitate the onboarding process for new funds, ensuring all necessary legal documentation is in order and obtaining internal risk & compliance approvals, including in the KYC (Know Your Customer) applicationConduct and present market and specific company research to identify current service providers, fee estimates, and product detailsInterface with clients to establish fee structures and ensure timely payment of invoices, including aged receivables
Education
Loyola University Maryland
Bachelor of Arts - BA, Economics and History, Honors - Double Major
2017 — 2021
Boston College Carroll School of Management
Master of Business Administration - MBA
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