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 customer data to ensure a smooth and efficient onboarding experience onto the Kube platform, enabling customers to quickly integrate and utilise the platform’s features from day one.➡ Collect and accurately document product development requirements from customers, ensuring their needs and insights are clearly captured. Deliver detailed and actionable feedback to the Development team for review, facilitating customer-focused enhancements and aligning product direction with user expectations.➡ Conduct regular, in-depth workshops to educate customers on Data Management, Compliance, Document Management, and User Management within the Kube platform. Deliver clear, actionable guidance tailored to client needs, empowering users to leverage platform capabilities effectively while ensuring best practices in data handling and regulatory compliance.➡ Perform detailed analysis on large data sets using Excel, ensuring accurate data handling and seamless migration. Apply data validation techniques to maintain integrity throughout, supporting reliable and precise outcomes in the migration progress.➡ Partner with customers to effectively resolve software issues, engaging with our Product and Development teams using the Microsoft Azure Dev Ops platform.➡ Partner with team members to identify development opportunities for Kube, focusing on feature enhancements that address evolving governance challenges for customers.➡ Develop a strong, collaborative partnership with the Customer Success team to enhance client satisfaction, streamline onboarding processes, and proactively address customer needs

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, consultants and fund platforms, ensuring services are delivered within agreed guidelines and industry standards.➡ Providing data to internal and external parties and the day to day production of the DB/DC Platform, PMC, OEIC, SICAV,ICAV and Unit Trust range. Includes fund data factsheet and key investor information.

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 service quality.➡ Analysed operational management information to identify patterns and trends, supporting continuous process improvements that optimised efficiency and effectiveness within the team.➡ Authored, reviewed, and regularly updated team procedure documentation to reflect best practices and ensure consistency in processes, enhancing the team's operational standards.➡ Collaborated with IT to resolve system issues by logging detailed tickets, providing insights resulting in timely solutions that minimised disruptions to customers.➡ Supported the delivery of high-quality, accurate, and efficient customer service for MetLife customers, contributing to positive client experiences and upholding the organisation’s service standards.➡ Conducted quality checks and sampling on team outputs, ensuring that completed tasks met defined standards and identifying areas for improvement to maintain consistent quality.➡ Trained and mentored team members to build task competence, maintained structured training plans, and fostered a collaborative environment that empowered team members to achieve operational excellence.

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.