Client Engagement Manager (East Coast)

JPMorgan Chase & Co. • New York, NY

1d • $67,500 - $89,000

About The Position

The Client Engagement Onboarding Manager on the VWT by Chase Travel team owns the new-client onboarding journey from lead intake through advisor handoff. The role serves high-net-worth clients through high-touch consultations, creates comprehensive client profiles to support personalized travel planning, and partners with cross-functional stakeholders to improve client satisfaction and loyalty. The position requires careful coordination, timely follow-up, accurate CRM and dashboard records, and a premium, consistent client experience.

Requirements

• Bachelor's degree or equivalent practical experience.
• At least 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 discretion and a high standard of service.
• Strong operational discipline and attention to detail, with the ability to manage multiple priorities without sacrificing quality.
• Excellent communication and listening skills, including the ability to assess needs, set expectations, and drive issues to resolution.
• Proficiency with CRM tools and client data management; experience with Client Base and/or Salesforce is desirable.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Authorization to work for any employer in the United States; immigration or employment visa sponsorship is not available.

Nice To Haves

• Experience in the travel industry.
• Client management or engagement certification, such as CCSM.

Responsibilities

• Monitor lead intake channels and provide timely outreach and follow-up in line with service-level standards.
• Conduct onboarding consultation calls to introduce Chase Travel services, set expectations, and capture preferences.
• Ensure client interactions result in clear next steps, documented outcomes, and proactive communication.
• Coordinate advisor assignment and handoff, providing complete client context for a seamless transition.
• Build and maintain comprehensive personal travel profiles in the CRM.
• Build trusted client relationships and translate client insights into actionable guidance for travel advisors.
• Identify pipeline bottlenecks and implement improvements to efficiency, personalization, and conversion rates.
• Maintain a structured schedule for engagement calls.
• Maintain accurate and timely lead dashboard and CRM reporting in accordance with process standards.

Benefits

• Competitive total rewards package, including a base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level