Client Relations Associate

**A. Occams Group: Mission & Vision**

Minecodes by Occams is a part of Occams Group. The mission of Occams Group is to actualize the human potential through empowerment of their aspirations and ambitions. We endeavor that through inception of a compelling vision, infusion of vitality, and instillation of virtues to actualize an efficient and effective journey towards their goals. Our progress is empowered by our people who are dreamers, learners and achievers unfettered by constraints imposed by limitation in imagination. We choose to exceed expectations through standards that provide scalable and swift regenerative solutions. Our actions NOW are the precursors of our future, and hence we choose to begin with a vision of our perfect future, and work from outcome in the future to the action in the present. The physical space where we impact our clients, communities and cohorts is not constrained by geography, as we operate in the cumulative consciousness of mankind enamored by the prospect of a future perfected by their vivid imagination. Our paramount appeal as a provider, employer, and energizer, is to provide our people the opportunity to actualize your own potential through the fulfilment of empowering global aspirations.

**B. Occams Group: Business Lines**

Occams Group offers a range of integrated services to empower an efficient and effective business enterprise. The flagship brand, Occams Advisory offers Tax and Business Advisory services including Risk Assurance, Renewal & Turnaround Services, Tax Advisory, Tax Credits, and Development Advisory. Occams Capital’s primary offerings include guidance on Capital Sourcing, Due Diligence, Investment Banking, Mergers & Acquisitions. EquiPay Corp offers customized Payment Processing and Payment Risk Mitigation as well as enhanced Risk Monitoring through its proprietary fintech platform. Efficient Money has provided individuals and families curated personal finance solutions such as Debt Management, Debt Elimination, Loan Documentation and Credit Management. Occams Group’s strategic roadmap includes expansion into Corporate and Mental Wellness and Technology & Automation services. Occams Ventures is intended to humanize venture investment by preservation of the Groups’ philosophy of conservation of value through regenerative deployment of capital.

**C. Occams Group: Accomplishments**

Occams has been honored with a series of remarkable awards that highlight our commitment to innovation, growth, and excellence. These prestigious recognitions are a testament to our dedication to pushing boundaries and delivering exceptional results. These awards showcase our prowess and reflect our unwavering commitment to delivering outstanding solutions.
- Bronze Stevie Award Winner - American Business Awards 2024
- INC Regionals Southeast, Feb 2024 - Rank 186
- Best Workplace - Best of Small Business Awards 2023
- SB 100 - Top 100 Small to Mid-sized Businesses
- Best of Small Business Awards 2023
- Fortune America's Most Innovative Companies Award 2023
- Financial Times America's Fastest Growing 500 Companies 2020-2023
- Inc. 500 Fastest Growing US Companies 2016-2023
- Acquisition International’s Best SME Business Advisory Form 2021-2022
- 60 Best San Diego Fintech Startups The Future of Fintech 2020-2021
- CFO Tech Outlook Top Risk and Compliance Consulting Services Companies 2019

**D. About Your Role**

We are seeking a dynamic and relationship-oriented individual to join our team as an Associate - Client Relations to become a key member of our team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met with the utmost professionalism and empathy. You will manage inquiries, deliver support, and build enduring relationships to enhance overall client satisfaction. This position demands a strong combination of communication skills and back-office support, positioning you as a key liaison between our clients and the company.

**E. What You will Be Working on**
- Manage client inquiries and concerns with precision and professionalism by delivering exceptional support, addressing inquiries, resolving issues, and maintaining meticulous records of interactions.
- Cultivate and maintain strong client relationships by leveraging community networks and supporting marketing initiatives to enhance brand reputation and service offerings.
- Oversee back-office operations including client data management, request fulfillment, and cross-functional coordination to ensure seamless service delivery.
- Facilitate effective communication between client services and other departments to ensure prompt resolution of client issues and optimize service delivery.
- Provide valuable client feedback to relevant stakeholders to enhance product development, service offerings, and overall client satisfaction.
- Stay informed about industry trends, product advancements, and competitive landscapes to provide clients with optimal solutions and drive continu