Client Service & Gift/HR Support
Resume:
Charisse (Cheri) Leyh
Aurora, CO 80015
*.****@*******.***
Authorized to work in the US
Work Experience
Boulder Creek Wealth Advisors
Client Service Associate
2024-Current
•Having a passion for client service, positive energy, and problem-solving skills via inbound and outbound calls
•Strong computer skills, including Windows (XP), internet searching, email, and Teams
•Interacting with the Financial Advisor and supervisor to obtain business objectives
•Helping clients navigate through their online accounts
•Managing multiple tasks effectively and balancing high productivity with excellent service quality
•Actively helping clients with tax forms, statements, and updating account contacts
•Proactively educating clients with our products and services
•Data entry
Eastern Star Masonic Retirement Campus
Concierge/Customer Service Rep/HR Assistant
2023-2024
• General concierge and administrative duties
•Actively know the surrounding area for lodging, restaurants, parks, family entertainment, etc.
• Provide a kind and welcoming environment for the residents, families, and guests
•Answer incoming phone calls, direct calls, and take messages
•Assist residents with travel to and from appointments/activities
• Assist with fundraising activities
• Track workorders
• Prepare employee payroll in ADP
• Check references, verify state licenses, run background checks
• Conduct New Employee Orientation
LightDeck Diagnostic, Boulder, CO
Clinical Research Coordinator Assistant and Lab Procurement
2020 - 2023
Responsibilities:
• Demonstrates strong analytical and problem-solving skills
• Recruit and maintain donor lists
• Ensures that clinical trials are conducted according to protocol requirements
• Adheres to HIPPA
• Document all correspondence
• Performs Point of Care testing
• Document adverse reactions, present to the safety officer and quality control per policy
• Maintain all applicable regulatory documentation, protocols, approvals, amendments, and modifications
• Stay current with lab techniques and requirements
• Strong team player
• Perform venipuncture, capillary, & nasal swab collections
• Order supplies and equipment
• Microsoft Applications, E-labs Inventory
Life Health, LLC, Littleton, CO
Wellness Examiner/Paramedical Insurance Examiner
2010 to current PRN/Contract
Responsibilities:
• Schedule exams
• Adheres to HIPPA
• Obtain a detailed medical history
• Health Coaching
• Venipunctures, Finger Sticks, Collect Urine Samples
• Perform 12 Lead EKG’s
• Biometrics – i.e., BMI, Height, Weight, BP, Pulse
• Specimen Processing
Office Manager/Concierge
4AM Mid-Stream – Oklahoma City, Ok
2017 – 2020
Responsibilities:
• Customer Service
• Employee training, team building activities, and company holiday parties
• Manage sponsorships for scholarships, marathons, food bank donations, and coatdrives
• Plan and oversee company fundraisers and retreats, i.e., golf tournaments, fishing charters, hunting
excursions, professional sport outings - NBL, NHL, NFL, Masters PGA
• Daily and weekly reports to the General Manager
• Maintain Payroll
• Schedule employee drug screens
• Schedule equipment trucks for pipeline production.
• Direct traffic to and from the job site.
• Monitor charge sheets and weigh bills.
• Order and maintain parts lists.
Education
Associates in Applied Science - Western Wyoming Community College - Rock Springs, WY
High School Diploma - Union High School - Roosevelt, UT
Certifications/Licenses - Current
ASCP - Phlebotomy Tech Certified
December 2016 to December 2025
AACC - Point of Care Specialist
October 2017 to October 2025
Good Clinical Practice – Clinical Trials with Investigational Drugs and Biologics Certificate
2025 Clinical Trials with Investigational Drugs and Medical Devices Certificate
HIPPA Certificate - Current
BLS for Healthcare Providers (CPR and AED) - Current
Standard First Aid - Current
References Available Upon Request
Contact this candidate