Customer Service Manager

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Karen Eshliman

**** ****** **** #****, ******, TX 78745•409-***-****•*******@*****.***

Karen Eshliman

Skills

High Level Executive Support, Office Management, Compliance, Laboratory Science, Financial

Management, Marketing, Banking, and Insurance

Human Resources Management and Supervision

Excellent Interpersonal Communication, Acute Problem Solving, Discreet

Skilled in Office Administration, Quickbooks, ADP, Database Management, Team Building and

Customer Service

Proficient in Microsoft Office

Experience

April 2010 to current

Austin, TX

Alere Toxicology

Field Compliance Manager August 2012 – current

Supervision of over 70 off site lab technicians

Manage compliance risk under Anti Kick Back and Stark Laws

Via training and monitoring

ADP – Timekeeping and PTO management

Accounting Assistant – April 2010 – August 2012

A/R and A/P, general ledger posting, payroll and timekeeping (Quickbooks proficient)

Customer Service

Interacted with Vendors to order, manage and maintain laboratory inventory

Sales Tax Payable

Manage Executive expense reports

Maintained Compliance Handbook

Sept 2003 to Feb 2010

Beaumont, TX

LabAdvantage, LLC

Operations Manager

Women’s health issues – Lab specialized in Women’s health

Human Resource Duties – recruiting, training and supervision of 12 employees

Recruiting, training and supervision of 6 off site lab employees

Responsible for the administration of office operations including medical billing, A/R and A/P

Worked with CPA – General Ledger posting

Sales Tax payable

Payroll Processing through Quickbooks

Balanced monthly bank statement

Maintained current client base while assisting sales staff in expanding client base

Worked with CEO/CMO to design marketing material, attended trade shows and industry events

Interacted with clients to collect past due invoices

Compliance Officer – Ensured compliance with state and federal laws including CLIA and

prepared regulatory documents

Oversaw operation of Laboratory Information System (i.e. Orchard Harvest LIS)

Interacted with vendors to order, manage and maintain laboratory inventory

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Karen Eshliman

Jan 2002 to Sept 2003

Beaumont, TX

UBS Financial Services

Financial Advisor

Maintained existing client relationships while continually expanding client base

Conducted in depth evaluations of client portfolios and made recommendations based on

market conditions, financial circumstances and future financial goals

Communicated complex financial information to clients to help them assess the advantages and

disadvantages of various financial options

Monitored and reviewed client accounts to intercept market changes

Sept 1991 to Jan 2002

Beaumont, TX

Merrill Lynch

Financial Advisor – Jan 2001 to Jan 2002

Participated in Merrill Lynch’s training program for Financial Advisors as a member of a team of

Financial Advisors

Responsible for “annuitizing” the teams “C” book of clients

Marketing to prospective clients via “cold” and “warm” calling

Marketing to prospective clients via speaking events and seminars

Created an integrated system for portfolio management to help the team consolidate client base

Executive Assistant/Registered Client Associate – Sept 1990 – Jan 2001

Provided administrative and client support to VP and Senior Financial Advisors

Provided administrative and client support to VP Sales Manager, including assistance in

managing broker trainees

Sales calls to clients in support of specific target products and services

Planned and organized client and/or prospect marketing events

Organized schedules, incoming and outgoing correspondence, managed client data bases

Handled any manner of client service issues

Handled compliance issues and audited documents

Handles multi line phone system

Traded Stocks, bonds, and mutual funds in addition to Insurance Products

Jan 1986 to Sept 1991

Beaumont, TX

Texas Commerce Bank

Investment Clerk

Opened CDs and IRA accounts

Worked as a Lobby, Motorbank and Commercial Teller

Beaumont, TX

Education/Special Certifications

1995 2000

Successfully obtained Series 7 Registration from SEC

Successfully obtained Series 63 and 65 Registration from SEC

Successfully obtained General Lines Insurance License

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Karen Eshliman

1982 1983

Attended Lamar University in Beaumont, TX

Graduated from South Park H.S. in Beaumont, TX

References

References are available on request.

Contact this candidate