JP Morgan Chase & Co.

Client Engagement Manager (West Coast)

JP Morgan Chase & Co.$80K — $95K *
Hospitality & Recreation
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent practical experience
  • 3+ years of client-facing experience in high-service environments
  • Experience with luxury or high-net-worth clientele
  • Strong attention to detail and operational discipline
  • Excellent communication and listening skills
  • Proficiency in CRM tools, ideally Salesforce
  • Competent in Microsoft Office for reporting and presentations
  • Ability to work remotely with responsiveness and strong communication skills
  • Flexibility to work PST hours and occasionally support EST.

Responsibilities

  • Monitor lead intake and ensure timely client outreach
  • Conduct onboarding consultations and capture client preferences
  • Drive follow-up actions to ensure clear next steps for clients
  • Coordinate advisor handoff with complete client context
  • Build and maintain detailed travel profiles in CRM
  • Develop quick, trusted relationships through actionable insights
  • Identify and implement improvements in onboarding processes
  • Maintain accurate reporting and data integrity within systems.

Benefits

  • Access to a collaborative and supportive team environment
  • Opportunities for career growth within a dynamic company
  • Engagement in high-impact, client-focused initiatives
  • Gain experience working with luxury and high-net-worth clients
  • Work in a flexible, remote-friendly environment.
Full Job Description
JOB DESCRIPTION

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)

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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