Servicing Travel Advisor, Chase Travel

Job Description
As a Servicing Travel Advisor in VWT by Chase Travel role you will be an integral part to enhancing the overall client onboarding experience and our team's ability to deliver highly personalized travel experiences. You will be responsible for supporting VWT's best-in-class client journey, ensuring that every interaction is seamless and exceeds client expectations. You will be a dynamic and results-driven Client Engagement Manager to join our expanding team. Manages and optimizes the new client pipeline, identifying opportunities to onboard clients and close additional sales. Ensure data integrity within the lead dashboard.
Your Key responsibilities will include collaborating with cross-functional teams to design and execute client engagement strategies that align with our brand values and business objectives. As the Client Engagement Manager you will also focus on maintaining accurate and up-to-date reporting of new client data through our Customer Relationship Management (CRM) platform, ensuring that insights are leveraged to drive continuous improvement in client satisfaction and loyalty.
Job Responsibilities

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

Required qualifications, capabilities, and skills

• Bachelor's degree or equivalent experience.
• A minimum of 3+ years of professional experience in a client/customer service environment is required.
• Proven experience working with luxury or high-net-worth (HNW) clientele.
• Demonstrated ability to work collaboratively within a team environment.
• Exceptional attention to detail is essential.
• 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, ideally Client Base and/or Salesforce.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) for reporting and presentations.

Preferred Qualifications, capabilities and skills:

• Relevant certifications in client management or engagement, such as Certified Customer Success Manager (CCSM), are advantageous but not mandatory.
• A minimum of 3+ years of professional experience in a client/customer service environment is required. Experience in the travel industry is preferred but not essential.
• Experience in the travel industry is preferred but not essential.

About Us
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 for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
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.
We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.