Client Services Specialist
Job Summary
Working remotely, the full-time Client Services Specialist will manage client registrations and IRS forms while maintaining communication with investors and tracking their statuses.
Key responsibilities
- Prepare and complete IRS Forms SS-4 and 8832, and register client entities on the IRS FATCA Registration System
- Monitor co-sourcing client in-boxes and correspond with clients' investors to solicit necessary forms
- Maintain detailed trackers of investor contact and statuses while attending trainings on FATCA and CRS topics
Required qualifications
- High School Diploma or GED required
- At least 3 years of accounting experience
- Bachelor's degree preferred
- Must maintain current required licenses and certifications relevant to the field
- Proficient use of applicable technology
Complete Job Description
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