West Coast Luxury Client Onboarding Lead

JPMorganChase; Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Tuition reimbursement

On-site wellness

Job summary

JPMorganChase in Los Angeles seeks a Client Engagement Onboarding Manager in the VWT by Chase Travel team to own the new-client onboarding journey end-to-end for high-net-worth clients. You will conduct high-touch consultations and build rich client profiles to enable personalized travel planning.

You will partner with cross-functional stakeholders to raise client satisfaction and loyalty, maintain thorough CRM data, and drive efficiency and flawless onboarding experiences across time zones.

Qualifications

• Bachelor's degree or equivalent practical experience.
• 3+ years of client-facing experience in engagement, customer success, concierge, hospitality, or relationship management.
• Experience with luxury/high-net-worth clientele and discretion.

Responsibilities

• Monitor lead intake channels and ensure timely outreach per SLAs.
• Conduct onboarding consultations to introduce Chase Travel services and set expectations.
• Drive follow-up with clear next steps and documented outcomes.
• Coordinate advisor assignment and seamless client handoffs.
• Build personal travel profiles in CRM for personalized service.
• Develop trusted client relationships and translate insights for travel advisors.
• Identify bottlenecks and improve efficiency, personalization, and conversions.
• Maintain scheduling for engagement calls and timely reporting.
• Protect data with accurate CRM reporting and lead dashboards.

Skills

Client engagement

CRM proficiency

Communication skills

Attention to detail

Remote collaboration

Organizational skills

Education

Bachelor's degree

Tools

Salesforce

Client Base

Job description

JPMorganChase in Los Angeles seeks a Client Engagement Onboarding Manager in the VWT by Chase Travel team to own the new-client onboarding journey end-to-end for high-net-worth clients. You will conduct high-touch consultations and build rich client profiles to enable personalized travel planning.

You will partner with cross-functional stakeholders to raise client satisfaction and loyalty, maintain thorough CRM data, and drive efficiency and flawless onboarding experiences across time zones.