Bulge Bracket Investment Banks

Posted 10 days ago

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**Client Engagement Manager (East Coast)** Lead end-to-end onboarding for VWT by Chase Travel's high-net-worth clients. Conduct high-touch consultations, build rich client profiles, and collaborate cross-functionally to enhance satisfaction and loyalty. Manage lead intake, follow-up, advisor handoffs, and CRM maintenance. Requires B.A. or equivalent, 3+ years in client engagement, operational discipline, strong communication skills, and CRM proficiency. Must perform primarily PST business hours.

Compensation: Not specified
City: New York City
Country: United States

Full Job Description

Location: New York, NY, United States

Join our team where your passion for exceptional service meets the power of one of the world's most trusted financial institutions. You'll shape the onboarding experience for high-net-worth clients, working at the intersection of premium hospitality and operational excellence. This is your opportunity to make a meaningful impact from day one for clients and for your career.

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)

Applicants must be authorized to work for any employer in the US. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time. Final job grade level and corporate title will be determined at time of offer and may differ from this posting.

Turn first impressions into lasting client relationships in luxury travel.

Full Job Description