Client Relationship Analyst | Virtual Assistant
Rizal
I’m a reliable and detail oriented Virtual Assistant specializing in client success support, general administrative assistance, and accurate data entry. I help busy entrepreneurs and growing teams streamline operations and improve workflow efficiency so you can focus on what matters most scaling your business. With experience as a Client Relationship Analyst, I’ve supported diverse client portfolios, resolved issues with professionalism, compiled daily operational reports, and helped maintain strong client partnerships. I bring strong communication skills, excellent Microsoft Excel and Google Sheets proficiency, and a commitment to accuracy and organization. What I can do for you: ✔ Client success support & relationship management ✔ Data entry and database maintenance ✔ Email and calendar management ✔ Document organization & file management ✔ CRM support & report preparation ✔ Customer communication via email/chat ✔ Lead tracking & follow-up scheduling I’m proactive, organized, and responsive ready to contribute to your projects and help your team achieve measurable results. Let’s work together to make your daily operations more efficient!
FinanZor Australia, full_time
Dec 2023 to Present
• Provided operational support across due diligence, compliance, quality assurance, and risk management functions to ensure accurate and efficient account management services. • Supported Account Executives and Sales teams by delivering timely, responsive, and high-quality client account support. • Managed pre-onboarding processes, including data entry into Equifax Customer Rating (RAP) and reviewing debtor ledgers to request new or increased insurance limits through insurance brokers. • Assisted with onboarding of TP24 clients and responded promptly to customer inquiries. • Conducted post-onboarding reviews by updating customer data through CODAT and reviewing debtor books and invoice listings for new or increased debtors and insurance limits. • Analyzed aged debtor ledgers and coordinated insurance limit requests for newly identified debtors. • Utilized the Equifax platform to input client details, prepare credit ratings, and update Equifax searches for Sales and Account Executives. • Issued monthly broker statements confirming trail payments. • Collected and verified required documentation from clients to support accurate and timely quarterly reviews. • Performed random open invoice check by reviewing supporting documents such as timesheets and delivery dockets. Reconciling closed transactions using bank statement and clients ledger. • Verified invoice accuracy and completeness and maintained detailed verification spreadsheets. • Completed updated Know Your Customer (KYC) and Anti-Money Laundering (AML) checks in compliance with regulatory standards.
First Global Transic Inc.,, full_time
Feb 2019 to Sep 2023
• Guided and trained staff on new operational processes and newly implemented procedures to ensure smooth adoption and compliance. • Managed and assigned daily tasks to staff, ensuring workflow efficiency and timely completion of operational requirements. • Monitored merchant transactions and resolved inquiries through email and chat channels with accuracy and professionalism. • Generated and analyzed daily reconciliation, deposit, and payout reports to ensure financial accuracy and identify discrepancies. • Conducted pre-deployment testing for operational applications and collaborated with management and technical teams to resolve system issues. • Processed merchant top-up requests and ensured accuracy, completeness, and compliance in financial reporting.
Greatfeat Services Inc.,, full_time
Aug 2015 to Nov 2018
• Supervised and trained team members, providing performance feedback and assessments to improve efficiency and accuracy. • Managed daily task assignments and workflow to ensure timely completion of operational activities. • Communicated with managers regarding high risk transactions and escalated potential issues for review. • Monitored and verified account balances to ensure accuracy and financial integrity. • Addressed customer service inquiries while identifying and mitigating potential fraud risks in transactions. • Managed end of day deposit reconciliations and prepared financial and operational reports for management. • Ensured compliance with company policies, internal controls, and industry standards in all financial transactions.