Job Title: Senior Customer Service Representative
Work Setup: Remote
Location: Must be located near Westlake, TX, Omaha, NE, or Phoenix, AZ.
Hours: 8:00 AM to 5:00 PM
Tentative Start Date: February 10, pending onboarding completion
Contract Length: 6 Months (Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need)
Benefits: Health, Dental and Vision Insurance
Job Overview: Join our Tax and Cost Basis Operations team within the Custody Asset Services organization at **** Operational Services. As part of the W8 Team, you will play a key role in ensuring compliance with U.S. tax withholding and reporting requirements for ****'s foreign clients. This position is critical to maintaining timely and accurate tax reporting, contributing to an exceptional client experience in a controlled and supportive environment.
Key Responsibilities: - Review W-8BEN tax forms and associated documentary evidence for completeness and accuracy.
- Update internal systems to reflect W-8BEN validation results.
- Determine and apply appropriate withholding rates to client accounts based on W-8BEN reviews.
- Communicate with clients through written correspondence regarding incomplete or rejected W-8BEN forms.
- Process and review departmental control reports to ensure accuracy and compliance.
- Assist with ad hoc projects and initiatives to support team operations.
Required Skills and Qualifications: - Work experience in financial services operations or a similar field.
- Proficiency in Microsoft Office Suite, particularly Excel and Word.
- Strong attention to detail and ability to manage complex rule sets with precision.
- Fast and accurate data entry skills.
- Outstanding time management and organizational abilities.
- Exceptional verbal and written communication skills.
- A team-oriented and collaborative approach to work.
- Team-oriented and collaborative approach to work.