Ruby Adams
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Ruby Adams Email & Phone Number

Client Account Manager – Investments at Reeves - The Pension Specialists
Location: Nottingham, England, United Kingdom 5 work roles 1 school
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Role
Client Account Manager – Investments
Location
Nottingham, England, United Kingdom
Company size

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Ruby Adams is listed as Client Account Manager – Investments at Reeves - The Pension Specialists, a with 89 employees, based in Nottingham, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Ruby Adams.

Ruby Adams previously worked as Business Assistant at Reeves - The Pension Specialists and Sales And Marketing Representative at Capital One. Ruby Adams holds Bachelor'S Degree, Business Administration And Management, General, 2:1 from University Of Nottingham.

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Reeves - The Pension Specialists

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About Ruby Adams

Passionate and results-driven professional with a diverse background in client management, sales, and administrative support. Currently serving as a Client Account Manager – Investments at Reeves - The Pension Specialists, I excel in overseeing investment accounts, ensuring precise transaction processing, and maintaining clear client communication. My role involves detailed performance monitoring, documentation, and internal coordination to deliver seamless service.Previously, I worked as a Business Assistant at Reeves, where I provided key administrative support and facilitated client coordination and process improvements. My experience as a Sales and Marketing Representative at Capital One honed my skills in customer engagement, sales strategy implementation, and market analysis. At GoDaddy, I excelled as a Sales Associate, focusing on customer consultation and achieving sales targets.Holding a Bachelor’s degree in Business Administration from the University of Nottingham, I bring a strong academic foundation and practical experience to my roles. Outside of work, I’m a keen runner and enjoy exploring new marketing trends and strategies. My approach combines strategic thinking with a hands-on, client-focused attitude to drive success in every endeavour.

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Reeves - The Pension Specialists
Reeves - The Pension Specialists
Client Account Manager – Investments
tyne and wear, gateshead, united kingdom
Website
Employees
89
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5 roles

Ruby Adams work experience

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Client Account Manager – Investments

Current

Client Account Management: Oversee and manage investment accounts for clients, ensuring accurate processing of transactions and regular updates on account status.Client Communication: Serve as the primary point of contact for clients, addressing inquiries, providing updates on investment performance, and handling administrative issues.Transaction Handling: Execute investment transactions, including purchases, sales, and transfers, while adhering to regulatory requirements and internal policies.Performance Monitoring: Track and review investment performance, generating reports and summaries to provide clients with insights into their portfolio's status and performance.Documentation and Compliance: Maintain accurate and up-to-date records of all investment activities and client interactions, ensuring compliance with relevant regulations and internal procedures.Internal Coordination: Collaborate with other departments, such as compliance and finance, to ensure seamless service delivery and resolve any issues that may arise.

May 2024 - Present

Business Assistant

Newcastle Upon Tyne, England, United Kingdom

Administrative Support: Provide comprehensive administrative assistance to senior management and team members, including scheduling meetings, managing correspondence, and preparing reports.Client Coordination: Assist with client interactions by coordinating appointments, handling inquiries, and ensuring timely follow-up to maintain positive client relationships.Data Management: Maintain and update client records, financial data, and documentation, ensuring accuracy and compliance with internal policies and regulatory requirements.Report Preparation: Prepare detailed reports and presentations for internal and external stakeholders, summarising key information and supporting decision-making processes.Process Improvement: Contribute to the development and implementation of process improvements to enhance operational efficiency and service delivery.Team Collaboration: Work closely with various departments to support business operations, facilitate communication, and assist with cross-functional projects and initiatives.

Apr 2021 - May 2024

Sales And Marketing Representative

Nottingham, England, United Kingdom

Customer Engagement: Develop and maintain relationships with prospective and existing customers, understanding their financial needs and providing tailored solutions to meet those needs.Sales Strategy Implementation: Execute sales strategies and marketing campaigns to promote Capital One’s products and services, including credit cards, loans, and banking solutions.Lead Generation: Identify and pursue new business opportunities through various channels, including networking, referrals, and digital marketing efforts.Product Promotion: Conduct presentations and product demonstrations to educate potential customers on Capital One’s offerings, highlighting benefits and features to drive conversions.Market Analysis: Monitor and analyse market trends, customer feedback, and competitive activities to refine sales strategies and improve marketing effectiveness.Performance Tracking: Track and report on sales performance metrics, providing insights and recommendations for optimizing sales processes and achieving targets.

Sep 2018 - Apr 2021

Sales Associate

Nottingham, England, United Kingdom

Customer Consultation: Engage with customers to understand their needs and provide tailored solutions for domain registration, web hosting, and digital marketing services.Product Demonstration: Present and demonstrate GoDaddy’s products and services, highlighting key features and benefits to help customers make informed purchasing decisions.Sales Achievement: Meet and exceed sales targets by proactively identifying opportunities for upselling and cross-selling additional products and services.Customer Support: Offer post-sales support by addressing customer inquiries, resolving issues, and providing guidance on product usage and account management.Market Insight: Stay updated on industry trends and competitive offerings to effectively position GoDaddy’s solutions and enhance sales strategies.CRM Management: Maintain accurate and up-to-date customer records in the CRM system, tracking interactions and ensuring follow-up on sales leads and opportunities.

Sep 2017 - Sep 2018

Retail Assistant

Nottingham, England, United Kingdom

Customer Service: Deliver exceptional service by assisting customers with their inquiries, providing product information, and resolving any issues to ensure a positive shopping experience.Sales Transactions: Accurately process sales transactions using the till system, handle cash and card payments, and manage returns and exchanges efficiently.Stock Management: Assist with stock replenishment, organise merchandise, and ensure that shelves are well-stocked and neatly presented to maximise sales opportunities.Visual Merchandising: Set up and maintain appealing product displays and promotional materials to enhance store presentation and attract customers.Inventory Control: Conduct regular stock checks, monitor inventory levels, and report any discrepancies or stock issues to ensure effective stock management.Store Maintenance: Keep the store clean, tidy, and well-organised, adhering to health and safety standards to create a welcoming and safe shopping environment.

Oct 2014 - Aug 2017
Team & coworkers

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1 education record

Ruby Adams education

FAQ

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What company does Ruby Adams work for?

Ruby Adams works for Reeves - The Pension Specialists.

What is Ruby Adams's role at Reeves - The Pension Specialists?

Ruby Adams is listed as Client Account Manager – Investments at Reeves - The Pension Specialists.

Where is Ruby Adams based?

Ruby Adams is based in Nottingham, England, United Kingdom while working with Reeves - The Pension Specialists.

What companies has Ruby Adams worked for?

Ruby Adams has worked for Reeves - The Pension Specialists, Capital One, Godaddy, and Asda.

Who are Ruby Adams's colleagues at Reeves - The Pension Specialists?

Ruby Adams's colleagues at Reeves - The Pension Specialists include Neil Mccauley, Amanda Baines, Natalie Alexander, Hayley Cook, and Dougie Borland.

How can I contact Ruby Adams?

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What schools did Ruby Adams attend?

Ruby Adams holds Bachelor'S Degree, Business Administration And Management, General, 2:1 from University Of Nottingham.

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