Demo

Senior Customer Service Representative

Tailored Management
Omaha, NE Full Time
POSTED ON 1/23/2025
AVAILABLE BEFORE 4/18/2025

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.
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