SAMANTHA IMPSON
CLIENT SERVICES COORDINATOR
PAINTED POST OFFICE
EXPERTISE
With a passion for providing exceptional client service and a deep understanding of financial planning, Samantha plays a pivotal role in ensuring clients receive the highest level of care of support. Her commitment to excellence is evident in her ability to build strong relationships with clients, earning their trust and confidence.
Samantha takes pride in maintaining accurate records and documentation, ensuring compliance with regulatory requirements and internal policies. She is also adept at utilizing client management software and other technological tools to streamline processes and enhance efficiency. She assists clients with various administrative tasks, such as account openings, transfers, documentation, ensuring that all processes are handled efficiently and with the utmost professionalism.
She works closely with our financial advisors to ensure a seamless coordination of client needs, enabling our firm to deliver a comprehensive approach to financial planning. Her strong organizational and leadership skills make her an invaluable asset to our team.
EXPERIENCE & BACKGROUND
Samantha joined H&H Financial Group in 2020 as a Client Services Coordinator after relocating to Upstate New York from North Carolina. Her extensive role as a supervisor in the healthcare industry made her an excellent addition to our team, given her passion to help others. Her problem-solving ability and team approach contributed to her earning the responsibility of the Director of Client Services in the spring of 2021. As the Director, Samantha oversees our team’s workflow and is responsible for ensuring that all tasks are conducted in a timely fashion to maintain our standards of excellence.
Bachelor of Science, Health Science, Brockport College, State University of New York.
PERSONAL PASSIONS & FAMILY
Samantha enjoys the four seasons of Upstate New York but misses the North Carolina heat. During her free time, Samantha loves spending time with her son and watching him play sports. She enjoys attending live music events and trying new restaurants, especially local breweries; her favorites are on Seneca Lake. She is at her happiest when spending quality time with friends and family on the patio on a hot summer day.