Luxury Travel Concierge & Client Onboarding Lead

JPMorganChase; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive health care coverage

Retirement savings

Mental health support

Financial coaching

Job summary

A leading financial services firm in New York is seeking a Servicing Travel Advisor to enhance client onboarding experiences. Responsibilities include managing lead intake, conducting client calls, and developing personalized travel profiles. Ideal candidates have a bachelor’s degree and 3+ years in client/customer service, particularly with luxury clients. This full-time position offers a competitive compensation package and a comprehensive benefits program.

Qualifications

• 3+ years of professional experience in a client/customer service environment.
• Proven experience working with luxury or high-net-worth clientele.
• Strong interpersonal and communication skills to evaluate client needs.

Responsibilities

• Oversee lead intake channels, ensuring responsiveness.
• Conduct consultation calls with new clients.
• Manage the client onboarding process and develop personal travel profiles.

Skills

Client engagement

Interpersonal skills

Attention to detail

Collaboration

Communication

Education

Bachelor’s degree or equivalent experience

Tools

CRM software (e.g., Salesforce)

Microsoft Office Suite

Job description

A leading financial services firm in New York is seeking a Servicing Travel Advisor to enhance client onboarding experiences. Responsibilities include managing lead intake, conducting client calls, and developing personalized travel profiles. Ideal candidates have a bachelor’s degree and 3+ years in client/customer service, particularly with luxury clients. This full-time position offers a competitive compensation package and a comprehensive benefits program.