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Remote Client Services Jobs in Rhode Island (NOW HIRING)

CBIZ, Inc.

Client Services Specialist (Remote)

Providence, RI · On-site +1

$17.25 - $22.75/hr

#LI-JO1 #LI-Hybrid Responsibilities 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 ...

UNFI

President Professional Services

Providence, RI · On-site +1

The President, Professional Services is responsible for defining and executing the vision, strategy ... Remote Role: * This position is classified as remote where the associate will perform remote work ...

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Remote Client Services information

What are some common challenges faced in a remote client services role and how can they be managed?

Working in Remote Client Services often involves navigating communication barriers, such as time zone differences and the absence of face-to-face interactions. To manage these challenges, it’s important to use clear, consistent communication tools and set expectations with clients regarding response times. Building strong relationships remotely also requires proactive follow-ups and regular check-ins with both clients and team members. Staying organized and leveraging collaborative platforms can help ensure smooth workflows and client satisfaction.

What is remote client services?

Remote client services involve assisting customers or clients from a distance, typically through phone, email, chat, or video conferencing. Professionals in this role handle inquiries, resolve issues, and provide support without meeting clients face-to-face. This setup allows companies to offer customer service to clients regardless of location and often includes technical support, account management, or general customer care. Remote client services roles require strong communication skills, problem-solving abilities, and comfort with digital tools.

What are the key skills and qualifications needed to thrive as a remote client services professional, and why are they important?

To thrive as a Remote Client Services professional, you need strong customer service skills, problem-solving abilities, and typically a background in business, communications, or a related field. Familiarity with CRM software, help desk platforms, and remote communication tools like Zoom or Slack is often required. Excellent written and verbal communication, active listening, and self-motivation help you stand out in this position. These skills ensure efficient client support, positive customer experiences, and effective collaboration in a remote work environment.
What are the most commonly searched types of Client Services jobs in Rhode Island? The most popular types of Client Services jobs in Rhode Island are:
Remote Client Services jobs near you
Infographic showing various Remote Client Services job openings in Rhode Island as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 18% Part Time, and 6% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution.

Client Services Specialist (Remote)

CBIZ, Inc.

Providence, RI • On-site, Remote

$17.25 - $22.75/hr

Full-time

Posted 21 days ago

CBIZ rating

8.0

Company rating: 8.0 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

12th of 22 rated bookkeepers and accountants

Job description


#LI-JO1 #LI-Hybrid
Responsibilities
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

Qualifications
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

About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

What CBIZ employees say

Pay

Benefits

Hours and flexibility

Workplace

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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