Virtual Assistant | Executive Assistant | Customer ServiceVirtual Assistant | Executive Assistant | Customer Service
Arianne
ID Verified$800
per month
($5/hour)
Profile Description
Customer service and operations professional with 6 years in financial services, talking with clients by phone, email, and chat every day. I manage about 60 client accounts per month, keep an 85% client retention rate, and work with internal teams until each concern is resolved. Comfortable with sales conversations and renewals, accurate data entry in CRM platforms, and Google Workspace. Fluent English, available for US business hours.
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Customer Success
AI & Automation
Marketing & Growth
Virtual Assistance & Admin
Work Experience
Branch Manager
Cycle Financing Corp.
Jan 2023 - Present
Key Achievements:
•Handle client calls, emails, and messages for about 60 accounts monthly, answering questions on loan terms, requirements, and renewals, and following up until each concern is resolved. •Keep an 85% client retention rate by managing renewal leads in GoHighLevel CRM and making sure every account has a clear next action. •Work with internal departments to resolve account issues, keeping the branch past-due rate below 5%. •Support Loan Consultants and Facebook lead generation with Zapier automation for lead monitoring and follow-ups. •Run daily priorities for a 5-member team, prepare monthly management reports, and train new hires on procedures. •Organize twice-yearly Agent Kick-Off meetings for 50 attendees, including registration, venue, and logistics.
Bookkeeper / Cashier
Wheeltek Motor Sales Corp.
Mar 2022 - Dec 2022
Key Achievements:
•Served 120-150 customers monthly, answering billing and payment questions and following up on payments. •Verified invoices, delivery receipts, and supporting documents before processing to prevent record errors. •Reconciled accounts in Microsoft Excel and worked with internal departments to resolve payment concerns.