Client Services Specialist

Locations 100 Westminster St, Ste 500, Providence, RI, 02903, US 53 State Street, 17th Floor, Boston, MA, 02109, US (Hybrid) Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the "About Us" section. Base Range $20.00 - $45.00 We are looking for a Client Services Specialist to join our client services team providing outstanding service to CBIZ private equity clients in the area of Global Information Reporting and Co-sourcing (FATCA, CRS). Essential Functions and Primary Duties May prepare and complete IRS Forms SS-4 (Application for Employer Identification Number) Organizing and drafting IRS Forms 8832 (Entity Classification Election) Registering client entities on the IRS FATCA Registration System to obtain Global Intermediary Identification Numbers (GIINs) & the Cayman DITC Portal Monitoring co-sourcing client in-boxes Corresponding with clients’ investors to solicit Forms W-9, W-8, and CRS self-certifications Maintaining detailed trackers of contact with investors and their statuses Attending trainings and maintaining knowledge of FATCA, CRS, and related GIR topics Performing special projects as required and any other duties assigned Preferred Qualifications None listed. Minimum Qualifications High School Diploma or GED At least 2 years of accounting work experience Ability to work in a team environment as well as independently Must maintain current required licenses and certifications relevant to field of expertise Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter. Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship. Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling View phone number on click.appcast.io (toll free) or send an email to View email address on click.appcast.io. Equal Opportunity Employer CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights. #J-18808-Ljbffr CBIZ