Join our team where your passion for exceptional service meets the power of one
of the world's most trusted financial institutions. You'll shape the onboarding
experience for high-net-worth clients, working at the intersection of premium
hospitality and operational excellence. This is your opportunity to make a
meaningful impact from day one — for clients and for your career.
As a Client Engagement Onboarding Manager in the VWT by Chase Travel team, you
will own the new-client onboarding journey end-to-end, from lead intake through
advisor handoff. You'll conduct high-touch consultations, build rich client
profiles that enable exceptional personalization, and partner with
cross-functional stakeholders to continuously raise the bar on client
satisfaction and loyalty.
Job responsibilities
Monitor lead intake channels and ensure timely outreach and follow-up in
alignment with established service-level standards
Conduct onboarding consultation calls to introduce Chase Travel services, set
client expectations, and capture preferences that shape future travel
planning
Drive rigorous follow-up by ensuring each client interaction results in clear
next steps, documented outcomes, and proactive communication
Coordinate advisor assignment and handoff, ensuring seamless transitions with
complete client context
Build and maintain comprehensive personal travel profiles in the CRM to
enable elevated personalization and seamless servicing
Develop trusted client relationships quickly by translating insights into
actionable guidance for travel advisors
Identify pipeline bottlenecks and implement enhancements that improve
efficiency, personalization, and conversion rates
Maintain a structured scheduling process for engagement calls to deliver a
consistent, premium client experience
Protect data integrity by maintaining accurate, timely reporting in the lead
dashboard and CRM in adherence to process standards
Required qualifications, capabilities, and skills
Bachelor's degree or equivalent practical experience
3+ years of client-facing experience in client engagement, customer success,
concierge, hospitality, or relationship management
Experience supporting luxury and/or high-net-worth clientele with a high
standard of discretion and service
Strong operational discipline and attention to detail with the ability to
manage multiple priorities without sacrificing quality
Excellent communication and listening skills with the ability to quickly
assess needs, set expectations, and drive to resolution
Proficiency with CRM tools and client data management, ideally including
Client Base and/or Salesforce
Proficiency in Microsoft Office (Word, Excel, PowerPoint) for reporting and
presentations
Ability to perform in a remote environment with consistent responsiveness,
accountability, and stakeholder communication
Ability to work primarily PST business hours (standard 9-hour daytime shift)
with flexibility to support EST-based onboarding as business needs require.
Preferred qualifications, capabilities, and skills
Experience in the travel industry
Client management or engagement certification (e.g., CCSM)
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As
such, an employment offer for this position is contingent on JPMorganChase’s
review of criminal conviction history, including pretrial diversions or program
entries.
Applicants must be authorized to work for any employer in the US. We are not
able to provide immigration sponsorship or take over sponsorship of an
employment visa at this time. Final job grade level and corporate title will be
determined at time of offer and may differ from this posting.
Chase is a leading financial services firm, helping nearly half of America’s
households and small businesses achieve their financial goals through a broad
range of financial products. Our mission is to create engaged, lifelong
relationships and put our customers at the heart of everything we do. We also
help small businesses, nonprofits and cities grow, delivering solutions to solve
all their financial needs.
We offer a competitive total rewards package including base salary determined
based on the role, experience, skill set and location. Those in eligible roles
may receive commission-based pay and/or discretionary incentive compensation,
paid in the form of cash and/or forfeitable equity, awarded in recognition of
individual achievements and contributions. We also offer a range of benefits
and programs to meet employee needs, based on eligibility. These benefits
include comprehensive health care coverage, on-site health and wellness centers,
a retirement savings plan, backup childcare, tuition reimbursement, mental
health support, financial coaching and more. Additional details about total
compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring
to our global workforce are directly linked to our success. We are an equal
opportunity employer and place a high value on diversity and inclusion at our
company. We do not discriminate on the basis of any protected attribute,
including race, religion, color, national origin, gender, sexual orientation,
gender identity, gender expression, age, marital or veteran status, pregnancy or
disability, or any other basis protected under applicable law. We also make
reasonable accommodations for applicants’ and employees’ religious practices and
beliefs, as well as mental health or physical disability needs. Visit our FAQs
[https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about
requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Our Consumer & Community Banking division serves our Chase customers through a
range of financial services, including personal banking, credit cards,
mortgages, auto financing, investment advice, small business loans and payment
processing. We’re proud to lead the U.S. in credit card sales and deposit growth
and have the most-used digital solutions – all while ranking first in customer
satisfaction.