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Account Manager

2 months ago

Pasadena, United States Approved Inheritance Cash, Inc. Full time

Company Description

Approved Inheritance Cash, Inc. (AIC) is a specialty finance company located in Pasadena, CA helping heirs, trustees, and administrators gain access to inheritance funds locked in probate. AIC focuses on inheritance cash advances and collections.


Role Description

This is a full-time hybrid role for an Account Manager at AIC. The Account Manager will be responsible for managing client relationships, providing personalized service, and assisting clients in accessing their inheritance funds. Exposure and experience with legal processes, inheritance and probate, real estate transactions, and real estate title are a plus. Dedication, willingness and ability to learn is as important as experience. The role will involve both in-office and remote work, allowing for flexibility and work-life balance.


Qualifications

  • Strong interpersonal and communication skills
  • Excellent organizational and problem-solving abilities
  • Experience in account management or customer service
  • Knowledge of financial and inheritance processes
  • Attention to detail and ability to handle confidential information
  • Ability to work independently and as part of a team
  • Proficiency in Microsoft Office and customer relationship management (CRM) software
  • Ability to work independently and in a team