JPMorgan Chase & Co.

Assist clients with their financial needs, such as giving them an understanding of their spending habits and ways to minimize them.Responsible for assisting clients by understanding their finances and ways to invest their money rather than spending it rapidly. Elaborating on the essentials of different accounts and what which would better suit the clientNetworking with other associates in order to deliver specific service to customer needs (showing customers power of investing or receiving better rates on home loans; explaining to them the benefits and guiding them to the right advisor)Different accounts for different needs. For instance, larger amounts of assets should be brought into an investment account