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Related Occupations for Task
13-2071.00 - Credit Counselors

Related occupations for task:

Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.

13-2081.00 Tax Examiners and Collectors, and Revenue Agents
  • Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
  • Answer questions from taxpayers and assist them in completing tax forms.
  • Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.
13-2072.00 Loan Officers
  • Handle customer complaints and take appropriate action to resolve them.
  • Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
  • Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
13-2052.00 Personal Financial Advisors
  • Answer clients' questions about the purposes and details of financial plans and strategies.
  • Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
13-2041.00 Credit Analysts
  • Consult with customers to resolve complaints and verify financial and credit transactions.
  • Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
13-2082.00 Tax Preparers
  • Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
  • Answer questions and provide future tax planning to clients.

See all 18 related occupations >>