Olivia Saraf Email & Phone Number

Boston, Massachusetts, United States

Support Sales and Relationship Managers through proposal creation and seamless facilitation of client meetings to enhance engagement, establishing myself as a primary point of contact for clientsCollaborate 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

Boston, Massachusetts, United States

Provided service to clients, including large institutions, by placing trades, performing account maintenance, and assisting with any transfers or rollovers in/out of the institutionEducated individuals and financial advisors on BlackRock’s mutual funds, closed end funds, and iShares ETFsProvided impactful mentorship to new team members throughout their training, conducting weekly performance assessments for junior team members to drive continuous improvementCollaborated with leadership on initiatives, offering strategic feedback to optimize operational processes, & engaged in monthly cross-team meetings, contributing insights to enhance the client experience for a customer-centric approachParticipated in monthly sales meetings and pitched product during the meetingServed on an internal audit task force in preparation for the arrival of external auditors

Baltimore, Maryland, United States

Provided students and student athletes with assistance in economics and statistics courses using various learning strategies

Boston, Massachusetts, United States

Created an expansive 30-page diversity, equity, and inclusion language style guide for company-wide useAided in writing and reviewing meeting talking points for the company’s presidentPlanned company town halls and executive leadership meetings with chief of staff by forming meeting itineraries, developing slide decks, and constructing post meeting surveys

Quincy, Massachusetts

Participated in several client strategy meetings and on-site visits Assisted lead project manager on various initiatives including client, regulatory, and internal projects Certified as Lean Practitioner through internal programPerformed daily account reconciliation and cash management to ensure accurate transactions using Multi-Currency Horizon

Quincy, Massachusetts

Completed weekly compliance and risk reporting while providing trend analysis for senior managementDeveloped business unit procedures to ensure accurate and timely completion of AML & KYC tasks

Master Of Business Administration - Mba

Bachelor Of Arts - Ba, Economics And History, Honors - Double Major

Activities and Societies: Chair and Member of the Student Government Election Oversight Committee. Co-President of Phi Alpha Theta. Member.

Education record