Servicing Travel Advisor, Chase

Overview

Servicing Travel Advisor, Chase Travel  will enhance the overall client onboarding experience and support the team’s ability to deliver highly personalized travel experiences. You will be a dynamic and results-driven Client Engagement Manager to join our expanding team, managing and optimizing the new client pipeline, identifying opportunities to onboard clients and close additional sales, and ensuring data integrity within the lead dashboard.

• Oversee lead intake channels, ensuring responsiveness in accordance with established Service Level Agreements (SLAs).
• Conduct consultation calls with new clients to introduce them to VWT and gather insights to enhance their travel experiences.
• Ensure timely and thorough follow-ups from all client interactions to maintain engagement and satisfaction.
• Manage the client onboarding process, including advisor assignment/handoff and the development of personalized information in the client CRM/Profile.
• Develop comprehensive personal travel profiles for clients to facilitate seamless servicing by travel advisors.
• Cultivate and maintain professional relationships with clients, understanding their needs and providing tailored solutions to assigned advisors to enhance the client’s travel experience.
• Identify opportunities to improve efficiency, personalization, and conversion rates for new clients.
• Assist with the organized scheduling process for new client engagement calls.
• Implement and manage the client welcome program to ensure a positive initial experience.

• Bachelor’s degree or equivalent experience.
• A minimum of 3+ years of professional experience in a client/customer service environment.
• Proven experience working with luxury or high-net-worth (HNW) clientele.
• Ability to work collaboratively within a team environment.
• Exceptional attention to detail.
• Strong interpersonal, communication, and listening skills to effectively evaluate and address client needs and expectations.
• Familiarity with CRM software and tools for managing client interactions and data (e.g., Client Base and/or Salesforce).
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) for reporting and presentations.

• Relevant certifications in client management or engagement (e.g., Certified Customer Success Manager) are advantageous but not mandatory.
• Experience in the travel industry is preferred but not essential.

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 by 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, including comprehensive health care coverage, retirement savings, mental health support, financial coaching and more.

Details about total compensation and benefits will be provided during the hiring process.

We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on the basis of protected attributes and we make reasonable accommodations for applicants’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Our Consumer & Community Banking division serves Chase customers through a range of financial services. We lead in credit card sales and deposit growth and offer digital solutions with a strong focus on customer satisfaction.

• Seniority level:
  Not Applicable
• Employment type:
  
  Full-time
• Job function:
  Management and Manufacturing