Anastacia Josephson
Fresno
Summary
Detail-oriented Client Services Manager with expertise in enhancing client service and operational support for diverse teams. Committed to leveraging data-driven strategies to support organizational goals and streamline processes.
Overview
1
1
Certification
2027
2027
years of professional experience
Work History
Client Services Manager
Legacy Finance
Clovis
2022 - Current
- Managed daily operations, improving client service and support.
- Utilized CRM technology to optimize client relationships and track engagement.
- Coordinated scheduling with advisors, CPAs, attorneys, and custodians to streamline workflow.
- Developed training materials for new staff on client service protocols.
- Strengthened marketing efforts through strategic collaboration with key stakeholders.
Mathematics Teacher
Clovis Unified School District
Clovis
08.2020 - 06.2022
- Implemented interactive teaching methods to enhance student participation.
- Developed engaging lesson plans for diverse student learning styles.
- Assessed student progress through regular quizzes and assignments.
Mathematics Teacher
Central Unified School District
Fresno
08.2016 - 06.2020
- Fostered collaborative classroom environment that increased student participation in discussions and activities.
- Implemented innovative teaching methods that improved students' mathematical understanding and engagement.
Education
Master of Arts - Mathematics Education
Fresno Pacific University
Fresno, CA06-2022
Bachelor of Arts - Mathematics
Fresno State
Fresno, CA12-2014
Skills
Led the successful transition of the firm from one broker-dealer to another, coordinating operational, technology, compliance, and client-service workflows while minimizing disruption
Manage operational support for approximately 100 client households
Developed SOPs, onboarding processes, marketing materials, and workflow improvements
Certification
- Single Subject Mathematics Teaching Credential
- Financial Paraplanner Qualified Professional (FPQP®)
Timeline
Mathematics Teacher
Clovis Unified School District
08.2020 - 06.2022
Mathematics Teacher
Central Unified School District
08.2016 - 06.2020
Client Services Manager
Legacy Finance
2022 - Current
Master of Arts - Mathematics Education
Fresno Pacific University
Bachelor of Arts - Mathematics
Fresno State