Servicing Travel Advisor II - Chase Travel, Client Servicing Associate (Quebec, Canada)
About the role
JOB DESCRIPTION
This role is responsible for the supervision and support of a team of travel consultants, ensuring operational efficiency, adherence to quality standards, and high levels of customer service. The Team Lead acts as a strategic liaison between frontline staff and internal stakeholders, fostering continuous improvement across operations and training practices. Additionally, this role includes direct responsibility for overseeing and maintaining compliance with Quebec’s provincial travel licensing requirements.
Key Responsibilities
Team Leadership & Operational Oversight
- Provide day-to-day guidance and supervision of travel consultants
- Serve as a real-time resource to team members for issue resolutions and best practices
- Monitor team performance to ensure alignment with KPIs and service level targets
- Conduct regular quality assessments through call monitoring and calibration exercises
- Facilitate team meetings to disseminate updates, establish expectations, and promote engagement
- Administer coaching, performance feedback, and disciplinary actions per organizational guidelines
- Partner with Workforce Management to align staffing levels with business needs
- Lead recruitment, interviewing, and onboarding processes for new hires
- Assist with frontline service delivery by handling inbound calls to ensure continuity of operations and team support in the event of staffing shortages during periods of high call volume
Regulatory Compliance – Licensing Program Administration
- Act as the primary point of contact for all matters related to Quebec’s provincial travel license
- Administer license renewals, remittances, and required filings
- Respond to inquiries received via the shared licensing inbox and voicemail system
- Maintain and update licensing information for agents operating under regulatory oversight
- Coordinate annual declarations to the Compensation Fund for Customers of Travel Agents
- Ensure timely and accurate execution of all licensing obligations and documentation
- Support additional administrative functions related to the licensing program as assigned
Qualifications & Requirements
- Bilingual English/French required (verbal and written)
- OPC Certification required
- High School Diploma or GED
- Customer Service experience required
- Demonstrate effective communication and interpersonal skills
- Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment
- Proficient computer skills, including the capability to navigate multiple programs and systems simultaneously
- Ability to quickly and accurately enter data in a script driven environment
- Ability to work independently and function as a team member
- Receptive to cross training opportunities and demonstrate willingness to acquire additional roles within the organization to enhance team flexibility and foster professional growth
Additional Information
This position requires a dedicated professional with strong leadership aptitude and a commitment to regulatory excellence. The successful candidate will demonstrate the ability to balance team management responsibilities with the administrative rigor of licensing compliance in a fast-paced travel services setting.
Ce rôle est responsable de la supervision et du soutien d’une équipe de consultants en voyages, garantissant l’efficacité opérationnelle, le respect des normes de qualité et des niveaux élevés de service client. Le chef d’équipe agit comme une liaison stratégique entre le personnel de première ligne et les parties prenantes internes, favorisant l’amélioration continue entre les opérations et les pratiques de formation. De plus, ce poste comprend la responsabilité directe de superviser et de maintenir la conformité aux exigences provinciales de permis de voyage du Québec.
Responsabilités Principales
Leadership d’équipe et supervision opérationnelle
- Fournir des conseils et une supervision quotidienne aux consultants en voyage
- Servir de ressource en temps réel aux membres de l’équipe pour la résolution des problèmes et les meilleures pratiques
- Surveiller les performances de l’équipe pour assurer l’alignement avec les KPI et les cibles de niveau de service
- Effectuer régulièrement des évaluations de la qualité par le biais d’exercices de suivi et d’étalonnage des appels
- Faciliter les réunions d’équipe pour diffuser les mises à jour, établir les attentes et promouvoir l’engagement
- Administrer le coaching, le feedback sur la performance et les mesures disciplinaires conformément aux directives organisationnelles
- Collaborer avec Workforce Management pour aligner les niveaux de personnel sur les besoins de l’entreprise
- Diriger les processus de recrutement, d’entretien et d’intégration pour les nouvelles recrues
- Aider à la prestation de services de première ligne en gérant les appels entrants pour assurer la continuité des opérations et l’assistance de l’équipe en cas de pénurie de personnel pendant les périodes de volume d’appels élevé
Conformité réglementaire – Administration du programme de licence
- Agir comme point de contact principal pour toutes les questions liées à la licence provinciale de voyage du Québec
- Administrer les renouvellements de licence, les versements et les dépôts requis
- Répondre aux demandes reçues via la boîte de réception de licence partagée et le système de messagerie vocale
- Maintenir et mettre à jour les informations de licence pour les agents opérant sous surveillance réglementaire
- Coordonner les déclarations annuelles au Fonds d’indemnisation pour les clients des agents de voyages
- Assurer l’exécution opportune et précise de toutes les obligations de licence et de la documentation
- Soutenir les fonctions administratives supplémentaires liées au programme de licence, le cas échéant
Qualifications et exigences
- Bilingue anglais/français requis (oral et écrit).
- OPC attestation requise
- Diplôme de lycée ou GED.
- Expérience en service client requise.
- Démontrer des compétences efficaces en communication et en relations interpersonnelles.
- Excellente gestion du temps et capacité à gérer plusieurs tâches, y compris une connaissance/proficience avancée de l'utilisation de plusieurs écrans dans un environnement en ligne.
- Compétences informatiques avancées, y compris la capacité de naviguer simultanément dans plusieurs programmes et systèmes.
- Capacité à entrer rapidement et précisément des données dans un environnement guidé par script.
- Capacité à travailler de manière autonome et à fonctionner en tant que membre d'une équipe.
- Réceptif aux opportunités de formation croisée et démontrer la volonté d'acquérir des rôles supplémentaires au sein de l'organisation pour améliorer la flexibilité de l'équipe et favoriser la croissance professionnelle.
Informations supplémentaires
Ce poste nécessite un professionnel dévoué doté de solides aptitudes de leadership et d’un engagement envers l’excellence réglementaire. Le candidat retenu démontrera sa capacité à équilibrer les responsabilités de gestion de l’équipe avec la rigueur administrative de la conformité des licences dans un contexte de services de voyage rapide.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
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.
About JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
© 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.
Servicing Travel Advisor II - Chase Travel, Client Servicing Associate (Quebec, Canada)
About the role
JOB DESCRIPTION
This role is responsible for the supervision and support of a team of travel consultants, ensuring operational efficiency, adherence to quality standards, and high levels of customer service. The Team Lead acts as a strategic liaison between frontline staff and internal stakeholders, fostering continuous improvement across operations and training practices. Additionally, this role includes direct responsibility for overseeing and maintaining compliance with Quebec’s provincial travel licensing requirements.
Key Responsibilities
Team Leadership & Operational Oversight
- Provide day-to-day guidance and supervision of travel consultants
- Serve as a real-time resource to team members for issue resolutions and best practices
- Monitor team performance to ensure alignment with KPIs and service level targets
- Conduct regular quality assessments through call monitoring and calibration exercises
- Facilitate team meetings to disseminate updates, establish expectations, and promote engagement
- Administer coaching, performance feedback, and disciplinary actions per organizational guidelines
- Partner with Workforce Management to align staffing levels with business needs
- Lead recruitment, interviewing, and onboarding processes for new hires
- Assist with frontline service delivery by handling inbound calls to ensure continuity of operations and team support in the event of staffing shortages during periods of high call volume
Regulatory Compliance – Licensing Program Administration
- Act as the primary point of contact for all matters related to Quebec’s provincial travel license
- Administer license renewals, remittances, and required filings
- Respond to inquiries received via the shared licensing inbox and voicemail system
- Maintain and update licensing information for agents operating under regulatory oversight
- Coordinate annual declarations to the Compensation Fund for Customers of Travel Agents
- Ensure timely and accurate execution of all licensing obligations and documentation
- Support additional administrative functions related to the licensing program as assigned
Qualifications & Requirements
- Bilingual English/French required (verbal and written)
- OPC Certification required
- High School Diploma or GED
- Customer Service experience required
- Demonstrate effective communication and interpersonal skills
- Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment
- Proficient computer skills, including the capability to navigate multiple programs and systems simultaneously
- Ability to quickly and accurately enter data in a script driven environment
- Ability to work independently and function as a team member
- Receptive to cross training opportunities and demonstrate willingness to acquire additional roles within the organization to enhance team flexibility and foster professional growth
Additional Information
This position requires a dedicated professional with strong leadership aptitude and a commitment to regulatory excellence. The successful candidate will demonstrate the ability to balance team management responsibilities with the administrative rigor of licensing compliance in a fast-paced travel services setting.
Ce rôle est responsable de la supervision et du soutien d’une équipe de consultants en voyages, garantissant l’efficacité opérationnelle, le respect des normes de qualité et des niveaux élevés de service client. Le chef d’équipe agit comme une liaison stratégique entre le personnel de première ligne et les parties prenantes internes, favorisant l’amélioration continue entre les opérations et les pratiques de formation. De plus, ce poste comprend la responsabilité directe de superviser et de maintenir la conformité aux exigences provinciales de permis de voyage du Québec.
Responsabilités Principales
Leadership d’équipe et supervision opérationnelle
- Fournir des conseils et une supervision quotidienne aux consultants en voyage
- Servir de ressource en temps réel aux membres de l’équipe pour la résolution des problèmes et les meilleures pratiques
- Surveiller les performances de l’équipe pour assurer l’alignement avec les KPI et les cibles de niveau de service
- Effectuer régulièrement des évaluations de la qualité par le biais d’exercices de suivi et d’étalonnage des appels
- Faciliter les réunions d’équipe pour diffuser les mises à jour, établir les attentes et promouvoir l’engagement
- Administrer le coaching, le feedback sur la performance et les mesures disciplinaires conformément aux directives organisationnelles
- Collaborer avec Workforce Management pour aligner les niveaux de personnel sur les besoins de l’entreprise
- Diriger les processus de recrutement, d’entretien et d’intégration pour les nouvelles recrues
- Aider à la prestation de services de première ligne en gérant les appels entrants pour assurer la continuité des opérations et l’assistance de l’équipe en cas de pénurie de personnel pendant les périodes de volume d’appels élevé
Conformité réglementaire – Administration du programme de licence
- Agir comme point de contact principal pour toutes les questions liées à la licence provinciale de voyage du Québec
- Administrer les renouvellements de licence, les versements et les dépôts requis
- Répondre aux demandes reçues via la boîte de réception de licence partagée et le système de messagerie vocale
- Maintenir et mettre à jour les informations de licence pour les agents opérant sous surveillance réglementaire
- Coordonner les déclarations annuelles au Fonds d’indemnisation pour les clients des agents de voyages
- Assurer l’exécution opportune et précise de toutes les obligations de licence et de la documentation
- Soutenir les fonctions administratives supplémentaires liées au programme de licence, le cas échéant
Qualifications et exigences
- Bilingue anglais/français requis (oral et écrit).
- OPC attestation requise
- Diplôme de lycée ou GED.
- Expérience en service client requise.
- Démontrer des compétences efficaces en communication et en relations interpersonnelles.
- Excellente gestion du temps et capacité à gérer plusieurs tâches, y compris une connaissance/proficience avancée de l'utilisation de plusieurs écrans dans un environnement en ligne.
- Compétences informatiques avancées, y compris la capacité de naviguer simultanément dans plusieurs programmes et systèmes.
- Capacité à entrer rapidement et précisément des données dans un environnement guidé par script.
- Capacité à travailler de manière autonome et à fonctionner en tant que membre d'une équipe.
- Réceptif aux opportunités de formation croisée et démontrer la volonté d'acquérir des rôles supplémentaires au sein de l'organisation pour améliorer la flexibilité de l'équipe et favoriser la croissance professionnelle.
Informations supplémentaires
Ce poste nécessite un professionnel dévoué doté de solides aptitudes de leadership et d’un engagement envers l’excellence réglementaire. Le candidat retenu démontrera sa capacité à équilibrer les responsabilités de gestion de l’équipe avec la rigueur administrative de la conformité des licences dans un contexte de services de voyage rapide.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
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.
About JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
© 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.