Client Engagement Manager (West Coast)

JPMorgan Chase & Co.•Apple Valley, CA

8h•$70,304 - $89,000•Remote

About The Position

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.

Requirements

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.

Nice To Haves

Experience in the travel industry
Client management or engagement certification (e.g., CCSM)

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