Servicing Travel Advisor III - Chase Travel (Plano, TX)

Location: Plano, TX, United States

Job Family: Account Service

About the Role

At JPMorgan Chase, we're shaping the future of financial services, and our Chase Travel division is at the forefront of delivering exceptional travel experiences to our premium clients. As a Servicing Travel Advisor III in Plano, TX, you'll play a pivotal role in our Account Service team, providing high-touch travel solutions that integrate seamlessly with our world-class banking products. This position offers the opportunity to leverage your expertise in travel advisory while contributing to client retention and satisfaction in a dynamic financial services environment. Join a team that's redefining luxury travel for Chase Sapphire Reserve and other elite cardholders, all while upholding our commitment to innovation and integrity. In this senior-level role, you'll be responsible for crafting bespoke travel itineraries that align with clients' financial goals, ensuring every journey enhances their relationship with JPMorgan Chase. From coordinating multi-destination trips for executive clients to troubleshooting complex servicing issues, your work will directly impact our reputation as an industry leader. You'll collaborate with cross-functional teams to incorporate Chase's rewards ecosystem, such as Ultimate Rewards points redemption, into personalized travel plans, while adhering to stringent regulatory standards that protect both clients and the firm. We value professionals who thrive in a collaborative, client-centric culture and are passionate about the intersection of travel and finance. This role not only offers career advancement within Chase Travel but also exposure to broader opportunities across JPMorgan Chase's global operations. If you're ready to elevate your career while helping clients explore the world with confidence, apply today and become part of a legacy of excellence in financial services.

Key Responsibilities

• Provide personalized travel planning and booking services to Chase Travel clients, ensuring seamless integration with their financial accounts
• Manage end-to-end travel arrangements, including flights, accommodations, ground transportation, and experiential activities for high-value customers
• Advise clients on cost-effective travel options while maximizing the benefits of Chase Ultimate Rewards and premium card perks
• Handle servicing inquiries, modifications, and cancellations, resolving issues promptly to maintain client satisfaction and loyalty
• Ensure all travel recommendations comply with JPMorgan Chase's financial regulations, anti-money laundering policies, and data privacy standards
• Collaborate with internal teams to reconcile travel expenses and facilitate reimbursements through Chase's banking platforms
• Monitor travel advisories and provide proactive guidance on safety, health, and geopolitical risks affecting client itineraries
• Build and maintain strong relationships with travel suppliers and partners to secure exclusive deals for Chase clients
• Analyze client travel patterns to offer tailored recommendations that enhance their overall banking experience
• Document all interactions and transactions in CRM systems to support audit and compliance requirements

Required Qualifications

• Bachelor's degree in Hospitality, Business, or a related field, or equivalent work experience
• Minimum of 5 years of experience in travel advisory, customer service, or account servicing within the financial services industry
• Proven track record of handling complex travel itineraries for high-net-worth clients
• Strong knowledge of travel regulations, visa requirements, and global travel policies
• Experience with financial services clients, including understanding of expense management and reimbursement processes
• Ability to work in a fast-paced environment with strict compliance to JPMorgan Chase's risk and regulatory standards
• Proficiency in English; additional languages preferred for international client support

Preferred Qualifications

• Certification from IATA, ASTA, or similar travel industry bodies
• Experience with luxury travel services or corporate travel management in a banking context
• Familiarity with JPMorgan Chase's internal systems for client account servicing
• Background in financial advisory roles involving travel perks for premium banking clients
• Advanced training in crisis management for travel disruptions

Required Skills

• Expertise in travel booking software such as Sabre, Amadeus, or Galileo
• Proficiency in CRM tools like Salesforce for client relationship management
• Strong analytical skills for budgeting and expense forecasting in financial contexts
• Excellent communication and interpersonal skills for client-facing interactions
• Problem-solving abilities to handle travel disruptions and emergencies
• Attention to detail in managing complex itineraries and financial transactions
• Knowledge of financial services compliance, including KYC and AML regulations
• Multitasking in a high-volume service environment
• Cultural sensitivity and adaptability for global client base
• Time management to meet deadlines in a deadline-driven role
• Technical proficiency in Microsoft Office Suite and virtual collaboration tools
• Negotiation skills for securing optimal travel rates
• Empathy and customer service orientation to enhance client loyalty
• Data entry accuracy for maintaining secure financial records
• Strategic thinking to align travel services with broader banking goals

Benefits

• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Employee stock purchase plan and performance-based bonuses
• Professional development programs and tuition reimbursement for career growth
• On-site fitness centers and wellness programs at the Plano campus
• Travel perks including discounted rates on Chase Travel services
• Flexible hybrid work arrangements to support work-life balance

JP Morgan Chase is an equal opportunity employer.