Samantha M.

Samantha M. Email and Phone Number

Client Service Manager @ Itzen Bishop Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC
Samantha M.'s Location
Redlands, California, United States, United States
About Samantha M.

Navigating the realm of administration with a foundation in English Literature, my journey spans over 3 years of multifaceted roles. The core of my experience is in program support, meticulous compliance, and client relations. Witnessing a 40% surge in enrollment at REAL Journey schools stands as a testament to my strength in data management, ensuring seamless technical cadence, and expertise at navigating state and federal regulations.I have proficiency in Microsoft Office, Google Suite, and technical support. My passion for precision and compliance shines through my work. Let's work on something great.

Samantha M.'s Current Company Details
Itzen Bishop Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC

Itzen Bishop Financial, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc

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Client Service Manager
Samantha M. Work Experience Details
  • Itzen Bishop Financial, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
    Client Services Manager
    Itzen Bishop Financial, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc Sep 2023 - Present
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  • Real Journey Academies
    It Technician
    Real Journey Academies Jul 2023 - Aug 2023
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  • Real Journey Academies
    Outreach And Recruitment Assistant
    Real Journey Academies Jun 2022 - Jul 2023
    - Managed email, text, and phone communication with hundreds of families.- Organized recruitment events geared at gaining new families and retaining current ones.- Improved document compliance through extensive knowledge of state and federal regulations.- Created and edited email templates for the marketing/enrollment department’s communication with current and incoming student.- Provided on site office support to various school front offices as needed, requiring quick adaptation to new systems and procedures.
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  • Real Journey Academies
    Educational Support Personnel
    Real Journey Academies Sep 2021 - Aug 2022
    San Bernardino, California, United States
    • Fulfill clerical and related duties to bolster instruction programs, such as composing, copying, and sharing materials. • Collaborate with students in group settings and one-on-one to assist with specific instructional tasks, prioritizing the questions and concerns of every student.• Develop innovative instructional programs aligned with students’ personal goals and curriculum learning objectives; receive constructive feedback from teacher supervisors.
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  • University Of California, Riverside
    Research Intern
    University Of California, Riverside Jun 2021 - Aug 2021
    • Participated in professional workshops daily for 8 weeks to prepare students for higher education and research work.• Compiled and researched sources to support thesis for 20-page academic research paper.• Partnered with professional faculty mentors in researching academic paper and crafting a suitable presentation for the end of internship symposium. • Adhered to weekly deadlines for development of thesis and composition of 10 minute presentation
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  • Theory
    Client Specialist
    Theory Oct 2020 - Jun 2021
    - Completed over 30 online orders and transactions a day, ensuring product met customer expectations and followed proper shipping procedures.- Evaluated client needs to move product and promote sales, achieving top sales of the day at over $10K.
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  • Jasper'S Corner Homework Club
    Academic Tutor
    Jasper'S Corner Homework Club Sep 2018 - Apr 2020
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  • Grocery Outlet
    Cashier
    Grocery Outlet Jun 2016 - Dec 2019
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Samantha M. Education Details

Frequently Asked Questions about Samantha M.

What company does Samantha M. work for?

Samantha M. works for Itzen Bishop Financial, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc

What is Samantha M.'s role at the current company?

Samantha M.'s current role is Client Service Manager.

What schools did Samantha M. attend?

Samantha M. attended University Of Redlands.

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