Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Malika Dawson

Englewood,CO

Summary

Finance professional with background in sales, customer service, and quality control. Skilled in working under pressure while adapting to new situations and challenges to best enhance the organizational brand, along with an understanding of how to build client loyalty.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Sales Operations Proposal Specialist

SS&C ALPS Advisors
03.2023 - Current
  • Complete due diligence questionnaires about various ALPS funds and/or the firm
  • Assist National Accounts team
  • Complete RFP's
  • Worked closely with sales and research team
  • Confirm FINRA letters are current for public literature from ALPS, then make available for various financial institutions

Investor Services Representative

SS&C ALPS Distributors
06.2020 - 03.2023
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Work with financials team and dealer services team to assist individual and corporate clients
  • Developed and maintained strong knowledge of multiple products
  • Receive client inquiries/calls and following up appropriately
  • Discussed financial options with clients and provided informed suggestions
  • Understand and solve 'complex' client problems and provide long-term solutions for client requirements
  • Help train new investor services representatives

QUALITY ASSURANCE/INVESTOR SERVICES REPRESENTATIVE

Invesco
08.2019 - 04.2020
  • Reviewed and scored calls made utilizing company-defined quality monitoring standards
  • Provided ongoing feedback to management and call representatives to foster improvement.
  • Receive calls and assist with client inquiries
  • Maintain strict compliance with all fraud prevention regulations

DirecTV Sales Representative/Team Lead

Alorica
01.2019 - 07.2019
  • Trained, coached and mentored new sales associates for maximum performance.
  • Call center
  • Negotiated contracts and sales terms with new and existing clients.
  • Reported sales data to upper management for review


Education

Southern Illinois University Carbondale
Carbondale, IL

Skills

  • Call Control
  • Ability to identify and analyze problems
  • Customer service
  • Strong organizational skills
  • Exceptional written and verbal communication skills
  • Ability to operate and work as part of a team
  • Ability to transfer knowledge from one situation to another
  • Scheduling and Coordinating

Certification

  • Securities Industry Essentials (SIE)

Timeline

Sales Operations Proposal Specialist

SS&C ALPS Advisors
03.2023 - Current

Investor Services Representative

SS&C ALPS Distributors
06.2020 - 03.2023

QUALITY ASSURANCE/INVESTOR SERVICES REPRESENTATIVE

Invesco
08.2019 - 04.2020

DirecTV Sales Representative/Team Lead

Alorica
01.2019 - 07.2019

Southern Illinois University Carbondale

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Malika Dawson