Client Services Specialist

About the role

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).

Responsibilities

• 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 IntermediaryIdentification 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

Qualifications

• Bachelor’s degree
• 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
• 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