Roy D. Thomas M.Div. Email & Phone Number

United States

Dallas/Fort Worth Area

• Serves as a trusted relationship advisor with key account influencers and key decision makers for an assigned area of existing and new accounts.
• Serves as the main point of contact for post implementation contracts by managing the day-to-day service and support needs of all contract renewals and new clients, increased product utilization and Customer.
• Monitor and report on account activity and escalations to internal departments/management.
• Create and follow strategic account performance plans.
• Create and present regular multi-level account review presentations.
• Daily and weekly documented contact with multiple levels per customer.

Farmers Branch

• Develops and implements strategies and tactical plans to be delivered by the Client Care Team for assigned Clients.
• Establishes and maintains relationships with assigned client(s) at multiple levels of the organization to understand and manage expectations of the overall program objectives and requirements.
• Provides value add program support for assigned client(s) based on thorough understanding of client business needs and objectives, contact center outsourcing industry knowledge and Company’s offerings and objectives.
• Effectively negotiate contracts to the benefit of the company. Negotiate win-win agreements, including resolving obstacles that hinder achievement of objectives.
• Accountable for P&L, revenue growth and operational performance of assigned client(s), effectively monitoring, analyzing and driving program performance, processes, financial objectives and strategic outcomes.
• Accountable for the invoicing process for assigned clients, in conjunction with the Finance department.

Dallas/Fort Worth Area

• Securities industry expertise and adaptability to learn and embrace Investor operating models.
• Client centric focus and serve as a trusted partner and key advisor to the business and clients by leading client relationships with exceptional service and ownership.
• Consultative in approach, understanding and anticipating client and business partner needs and proactively delivering solutions.
• Proficient with technology and systems and capable of applying knowledge to operations and understanding the overall infrastructure and business implications.
• Continuous improvement and change management mindset, questioning conventional ways of managing the business and driving change to improve processes and the client experience.
• Proactive control and risk management, addressing gaps in processes and escalating issues to benefit the business and clients in a dynamic environment.

Dallas/Fort Worth Area

• Served as the central point of contact for large market US Corporate and Public Pension Funds, Banks, US based Money Managers/Insurance Companies and Mutual Funds Investment Managers.
• Duties included researching, analyzing, and resolving client inquiries within established departmental standards.
• Performed Account Maintenance for department including any updates or changes needed.
• Communicated effectively with Investment Advisors, Internal Service Partners, and Accounting teams, to identify recurring service problems and trade settlement issues.
• Responsible for the management of all cash and non-cash securities transactions on behalf of clients utilizing the JPMorgan Trust Accounting and Securities Movement platforms.
• Interacted with large market US Corporate and Public Pension Funds, Banks, US based Money Managers/Insurance Companies and Mutual Funds.

Dallas/Fort Worth Area

• Assure that the link between the Trust Accounting and Securities Movement systems are available for trade processing.
• Researching and resolve any items rejected.
• Research unmatched buy/free receipts of securities received via the Securities Movement system and identify differences.
• Compare securities returned by a broker with trade input on the Trust Accounting System.
• Researching and identify any differences; contact internal and external parties for resolution of trade delivery problems.
• Research and resolve asset exceptions determined during periodic reconciliation(s).

Master Of Arts (M.A.), Theology/Theological Studies

Master Of Divinity (M.Div.), Professional Ministries

Bachelor Of Applied Science (B.A.Sc.), Accounting And Business/Management