SOLOMON DAVID
Hamilton
Summary
Resolute Client Support Specialist with experience in data entry, client communication, and process coordination across finance, customer service, and independent operations. Recognized for maintaining accuracy under pressure, resolving complex client inquiries, and ensuring compliance with company and state regulations. Strong multitasker who thrives in demanding environments and builds lasting relationships through professionalism and follow-through.
Overview
12
12
years of professional experience
Work History
Business Development / Marketing Representative
QWERTY Concepts Inc.
04.2020 - 09.2025
- Built new B2B relationships and created marketing strategies to expand company reach within the IT sector.
- Utilized CRMS Salesforce and Vanillasoft used to manage client outreach campaigns and pipeline reporting.
- Partnered with leadership to develop promotional processes supporting company growth
- Handled inbound and outbound calls to resolve customer inquiries
- Utilized MS Office suite ( Word, Excel, Powerpoint) to to efectively communicate with internal team and clients.
Audit & Client Support Specialist
Horizon Financial Services LLC
01.2016 - 03.2020
- Assisted in asset-based loan audits and reviewed client documentation for compliance with lender policies.
- Generated Excel-based audit reports for senior leadership and financial institutions.
- Collaborated with client representatives to clarify discrepancies and ensure accurate data entry across systems.
- Supported auditors in preparing financial summaries and reconciling inventory records.
Customer Service Representative
Collabera Inc. (Client: Merrill Lynch/BOA)
03.2014 - 01.2016
- Updated and verified Wealth Management client records with high-speed, high-accuracy data entry.
- Supported advisors in resolving account-specific inquiries in compliance with SEC and firm regulations.
- Processed ownership and death record updates to maintain accurate account integrity.
- Communicated with internal departments to ensure consistent and compliant documentation.
Education
B.S. - Finance, Business Administration
Rider University
Lawrenceville, NJSkills
- Microsoft Office Suite (Word, Excel, PowerPoint) Data Entry (60 WPM) CRM & Database Management
- Inbound/Outbound Client Support
- Paperwork Processing
- Customer Relations
- Complaint Resolution
- Compliance & Quality Control
- Team Collaboration
- Account Maintenance
- Time Management
Languages
English (Fluent)
Spanish (Conversational)
Timeline
Business Development / Marketing Representative
QWERTY Concepts Inc.
04.2020 - 09.2025
Audit & Client Support Specialist
Horizon Financial Services LLC
01.2016 - 03.2020
Customer Service Representative
Collabera Inc. (Client: Merrill Lynch/BOA)
03.2014 - 01.2016
B.S. - Finance, Business Administration
Rider University