Duncan Climpson Email & Phone Number

As a member of the Customer team, I navigate customers through the onboarding journey on to theKube entity management platform. Once the customer’s data has successfully migrated, in line with their desired configuration and field mapping, I hand over to Customer Success. Responsibilities in my role include the following:➡ Gather, organise, and manage.

Hove, England, United Kingdom

➡ Owned and managed the end to end production and delivery of daily, weekly, monthly & quarterly client deliverables and reports, ensuring they are delivered in an accurate and timely manner.➡ Deliverables included; Investment reports; Fund reports; Regulatory/Audit reporting and Ad-hoc requests/regular tasks.➡ Collating and delivering data to clients.

Brighton, England, United Kingdom

➡ Generated and delivered daily and monthly management information (MI) reports for colleagues and stakeholders, ensuring data accuracy to support decision-making and provide business insights.➡ Conducted thorough root cause analysis on team-related errors, complaints, and breaches, identifying key issues and implementing corrective actions to enhance.

Haywards Heath, England, United Kingdom

➡ Worked within SLA to manage the transfer and closure of ISAs and portfolios.➡ Arranged transfers of securities via electronic transfer to other providers.➡ Processed cash withdrawals and paid cash settlements + dividends.➡ Set up new cases and processed ISA transfers in.