Client Delivery Lead
Jul 2023 - Dec 2024
AeroLeads people directory · profile
Lachlan Graham Email & Phone Number
Experienced Financial Services Expert
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 71%
Role
Experienced Financial Services Expert
Location
Austin, Texas, United States
Who is Lachlan Graham? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Lachlan Graham is listed as Experienced Financial Services Expert based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Lachlan Graham.
Lachlan Graham previously worked as Client Delivery Lead at Succession Wealth and Transfers Analyst at Barclays Uk. Lachlan Graham studied at City Of Glasgow College.
Profile bio
About Lachlan Graham
Lachlan Graham is a Experienced Financial Services Expert.
6 roles
Lachlan Graham work experience
A career timeline built from the work history available for this profile.
Transfers Analyst
-Supervised the Investment Operations team on a high-volume project.-Coordinated training, developed new documentation, and established guidelines for specialist roles involving CREST and foreign funds transfers.-Ensured compliance, accuracy, and adherence to timelines by verifying processed work daily.
Jan 2023 - Jul 2023
Claims Administrator
-Processed specialized insurance claims, including Asbestos-related health issues and Noise Induced Hearing Loss.-Ensured timely and accurate processing of claims to meet client requirements.
May 2022 - Dec 2022
Customer Service Advisor
-Provided exceptional customer service and satisfaction within the Mortgage and Investment Banking departments.-Executed daily financial duties with meticulous attention to detail, ensuring compliance with industry regulations and laws.-Maintained a high level of customer service by promptly addressing inquiries and resolving issues.
May 2018 - Dec 2021
Customer Service Representative
Dixons Carphone
-Excelled as part of a sales team in a fast-paced environment at the Buchanan Galleries shopping centre in Glasgow.-Demonstrated exceptional customer service skills and meticulous attention to detail.-Achieved sales goals by effectively promoting products and providing personalized recommendations.
Aug 2017 - Mar 2018
In-Store Development Executive
-Delivered comprehensive training to staff at mobile phone retailers in central Glasgow and the Glasgow Fort shopping centre.-Leveraged strong product knowledge and exceptional customer service skills to drive sales and achieve targets.-Proactively assisted customers, addressing inquiries and ensuring a positive experience.
Feb 2017 - Jul 2017
1 education record
Lachlan Graham education
FAQ
Frequently asked questions about Lachlan Graham
Quick answers generated from the profile data available on this page.
What is Lachlan Graham's role at their current company?
Lachlan Graham is listed as Experienced Financial Services Expert.
Where is Lachlan Graham based?
Lachlan Graham is based in Austin, Texas, United States.
What companies has Lachlan Graham worked for?
Lachlan Graham has worked for Succession Wealth, Barclays Uk, Pro Global, Santander Uk, and Dixons Carphone.
How can I contact Lachlan Graham?
You can use AeroLeads to view verified contact signals for Lachlan Graham, including work email, phone, and LinkedIn data when available.
What schools did Lachlan Graham attend?
Lachlan Graham studied at City Of Glasgow College.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Lachlan Graham you were looking for.
View similar profiles
