1. Robert G. Davis
Glenn Heights, TX 75154
Email: Robert.davis8291@sbcglobal.net Phone: (972) 230-0293
CLIENT/CUSTOMER SERVICE SPECIALIST
Client Services professional with extensive experience and tenure in the financial services sector seeking
a new opportunity in financial services, banking, insurance, city government or industries that value an
expert in client/customer service. Known for my ability to handle issues related to customer/client
services, asset servicing, operational support, managing day-to-day inquiries and strong computer and
interpersonal skills. Especially effective at prioritizing and accomplishing tasks, ability to make sound
decisions, working in a team environment, and possess a strong commitment to customer satisfaction.
Earned a reputation for being a hard-working self-starter, with keen attention to detail, diligence,
possessing honesty and integrity and a team player. Areas of expertise span a broad range of functions,
including:
Lock Box Root Cause Validation Queue Management
Compliance Perform Under Pressure Questioning/Listening
Research
Facilitator
Training
Task Management
Incremental Business
Educate Clients
PROFESSIONAL EXPERIENCE
JPMorgan Chase, Dallas, TX 1998 to 2015
Client Processing Specialist (1998-Present) Department moved to New York City as part of a
relocation of this area.
• Validation of daily root source/ cause Depository Trust Companies (DTC) inquiries.
• Conducted staff training on how to respond to client inquiries on various DTC asset types
reducing calls by 50%.
• Wrote and maintained workflow procedures ensuring they are up to date for the Operational
Department
• Facilitated a weekly staff meeting reviewing issues (i.e. escalation issue, aged issues) eliminating
red flags for customers.
• Supervised the Queue Management workflow daily to manage capacity of incoming volume.
• Researched daily inquiries, resolving them within a 24 hour turnaround for clients.
• Partnered with Client Services to improve the customer service experience ensuring 100%
reference ability.
• Achieved 50% reduction of manually generated reporting by teaching clients how to use the VPR
(View Portfolio Report) saving time and money.
• Assisted in the seamless intake of new incremental business.
• Subject matter expert accountable for client end-to- end transaction processing and client
delivery.
• Oversaw and trained business partners on job functions migrating from Dallas to New York.

2. Robert G. Davis Page 2 of 2
ADDITIONAL WORK EXPERIENCE
Securities Coding/Asset Set-up Administrator, New York, NY
Performed asset set-up. Researched and verified securities with various vendors researched data
and processed and maintained incoming inquires from clients.
U.S. Trust Company of NY, acquired by JPMorgan Chase
Research and verification of securities with various vendors. Processed and identified all FED, PTC,
DTC and physical lockbox checks. Reconciled and maintained in-house accounts. Interacted with
Paying Agent Broker when client information was required. Adjustment of client accounts and
maintained periodic reports.
EDUCATION
The School of Bookkeeping and Accounting, Atlanta, GA
Certificate
High School Diploma
PROFESSIONAL TRAINING
Cash Management & GFT Overview Cyber Security Training Recording TS Cash
Treasury Reporting and Advice Anti-Money Laundering Accounting Overview
Performing Under Pressure Effective Business Writing Euro Clearing Cash Movement
SOFTWARE/SYSTEMS
Microsoft Outlook, Word, Excel, Titan, Cosmic, MCA, I Vault, Bloomberg, Service Desktop, ETAX
COMMUNITY ACTIVITIES
Pet Food Drive; Beat the Heat (helping Police Officers and Citizens in need) Habitat for Humanity