Global Client Services Specialist, FATCA & CRS
CBIZ
CBIZ is seeking a Client Services Specialist to support private equity clients in Global Information Reporting and co-sourcing for FATCA and CRS. The role involves preparing IRS forms, entity registrations, and communicating with investors to collect W-9/W-8 and CRS self-certifications. You will maintain detailed trackers and participate in ongoing GIR trainings. The ideal candidate has 2+ years of accounting experience, a high school diploma or bachelor’s degree, and strong written/verbal #J-18808-Ljbffr CBIZ
$20 - $45 per hour
...Classification Election) Registering client entities on the IRS FATCA Registration System to obtain Global Intermediary Identification... ...to solicit Forms W-9, W-8, and CRS self-certifications... ...CBZ) is a leading professional services advisor to middle-market businesses...SuggestedRemote work$22 per hour
...Client Services Specialist Our client, a leading organization in the financial services industry, is seeking a Client Services Specialist to join... ...opportunity. We look forward to speaking with you! Manpower is a global leader in contingent staffing and permanent resourcing,...SuggestedHourly payPermanent employmentTemporary workFlexible hoursShift work$22 per hour
...Client Services Specialist Our client, a leading organization in the financial services industry, is seeking a Client Services Specialist to... ...opportunity. We look forward to speaking with you! Manpower is a global leader in contingent staffing and permanent resourcing,...SuggestedHourly payPermanent employmentTemporary workFlexible hoursShift work$24 per hour
..., and commercial card customers via requests received by telephone, chat, or email. Research and train clients on all products offered. Independently service both internal and external customers on a wide variety of commercial card, ACH, & cash management products...SuggestedHourly pay- ...Axelon Services Corporation - - Responsibilities: Serve cash management, ACH, and commercial card customers via requests received by telephone, chat, or email.; Research and train clients on all products offered.; Independently service both internal and external customers...Suggested
$24.17 per hour
...Customer Service Rep Johnston, RI | $24.17/hr (W2) | 6-Month Contract Note: 2-4 weeks job... ...a detail-oriented Commercial Operations Specialist to support cash management, ACH, and... ...delivering high-quality service, resolving client issues, and identifying process improvements...Contract workSecond job- ...Commercial Operations Specialist As a successful member of Commercial Operations, you will be asked to meet and exceed department service and quality standards, while maintaining consistent... ...effort, and increase the overall client experience. You will also be responsible...Monday to Friday
$55k - $60k
...The work is primarily back-office assistance and could include client-facing support. This is a part-time position. This position is... ...as needed for client review meetings Manage and resolve client service problems Perform other allowable duties as assigned by the financial...Full timePart timeWork at officeWork from homeHome officeFlexible hours- ...A financial services firm in Pawtucket, Rhode Island is looking for a passionate individual to engage with clients, assess their financial needs, and cultivate lasting relationships. This role offers a flexible schedule, work from home options, and immediate advancement...Immediate startRemote workWork from homeFlexible hours
- ...Responsibilities Serves cash management customers by taking telephone and email inquiries, research and training clients on cash management products. Provides product/service information by answering questions & offering assistance. Independently services both internal and...Part timeLocal areaShift work
- A fiduciary wealth management firm in Providence, RI is seeking a motivated Client Services Associate to provide client services and advisor support. Responsibilities include scheduling and responding to client requests while ensuring an excellent client experience. Ideal...
$1,000 - $2,000 per month
...qualified candidates for a part-time remote role in financial services, offering 20 hours per week from home with the potential to earn... ...000-$2,000 per month and weekly pay. You will call and receive client calls, schedule appointments, present insurance products, complete...Remote jobWeekly payPart timeFlexible hours$25 per hour
...CRS I Claims - CQ10AN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages... ...team, your primary role is to provide excellent customer service by answering customer questions about disability and leave management...Hourly payFull timeTemporary workPart timeImmediate startRemote workMonday to Friday- ...financial advisors. This role involves back-office tasks and some client-facing duties, working 100% in person in our Cranston office.... ..., and office coordination, developing strong financial services knowledge while supporting client meetings and events. #J-1880...Full timePart timeWork at office
$90k - $120k
...Overview Advanced Rx is a Pharmaceutical Services Company headquartered in Sunrise,... ...Advanced Rx is seeking a Customer Sales Specialist based in Illinois and Wisconsin. The Customer... ...skills. Ability to build and maintain strong client relationships. Proficient in CRM systems...Work at officeRemote work- Global Elite Empire Consultants in the United States is seeking candidates for a part-time, fully remote position in financial services. This role offers about 20 hours per week and the possibility... ...position. You will converse with clients, present insurance products,...Remote jobPart time
$18.02 per hour
...Job Title Donor Services Representative Responsibilities What We Offer: Competitive Pay: $18.02/hour Flexible Scheduling... ...RIBC serves as a vital community lifeline dedicated to helping patients and advancing global public health. Rhode Island Blood CenterPart timeFlexible hours- ...information & branch comments. Follow-up with physicians/patients as is necessary. Keep supervisor advised on the status of all client services projects or problems within the department Make recommendations on improving operational procedures. Work independently...Full timeLocal areaMonday to FridayShift work
- ...Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk...Full timePart timeFlexible hoursAfternoon shift
$40k - $50k
...January 2023, and has more than 800 employees globally. Its global operations are headquartered... ...a space where our team members and clients feel that they are heard and respected.... ...least 1+ year of experience in customer service. 1+ year of experience in technical marketing...Work at officeRemote workFlexible hours- ...About the Opportunity Global Contact Services is hiring full-time Customer Care Associates for its growing North Carolina operation. This is a work-from-home position supporting people with their daily transportation needs. You will assist customers by phone, provide accurate...Full timeWork experience placementWork at officeRemote workShift workAfternoon shift
- ...You’re fearless and persistent in developing new relationships with stakeholders at all levels within different locations of our global customer base independently. Presenting to large audiences and teaching people how to use Robin will give you energy. You will...Work at officeRemote workFlexible hours2 days per week
- ...of glasses, we've already met. We are a global leader in the design, manufacture, and distribution... ...Accounts (Sales Representative) manages client relationships across Oakley & Ray-Ban... ...set of programs, products and services to our customers to help grow their business...Minimum wageFull timeTemporary workLocal areaNight shift
$18 per hour
...and compassion, First Advantage fosters a global inclusive workforce devoted to the... ...Do: As an Associate Customer Experience Specialist , you will be in the front line of support, delivering high-quality service to our clients and their candidates across various communication...Hourly payRemote workMonday to FridayFlexible hoursShift work- East Side Clinical Laboratory, Inc. is seeking a Client Services Representative to support providers, patients, and internal lab teams with high-quality service. In this role, you will respond to phone and electronic inquiries, verify patient and test information, resolve...
- ...TeleSolv Team on our mission to provide quality and unparalleled service to our clients. We are a growing organization that provides a variety of... ...services to public and private organizations with global operations. Rated in the top 1000 businesses in 2019 by Inc....Contract workTemporary workFor contractorsWork at officeLocal areaImmediate start
- ...Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of... ...client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems,...Immediate startWork from homeMonday to FridayShift workDay shift
- ...Job Opportunity This is a remote position. Customer Service Inbound, Billing & Customer Support Calls Telemarketing Experience Preferred... ...companies, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Parkes & Co. provides the clients,...Remote workWork from home
- ...Part-Time Financial Services Consultant What could an extra $1,000-$2,000 each month do... ...solutions, you'll be the architect of your client's security tomorrow. In this role, you... ...conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party...Weekly payPart timeRemote workWork from home
- ...Financial Services Position Are you looking for a work-from-home opportunity where you... ...work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness... ...via Zoom video conferencing. (Global Elite Empire Consultants is a third-party...Remote workWork from home
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