Client Services Specialist (Remote)

#LI-JO1 #LI-Hybrid 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 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 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