Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
Task
Occupations performing this task
Occupations performing related activities
- Accountants and Auditors
- Agents and Business Managers of Artists, Performers, and Athletes
- Budget Analysts
- Civil Engineering Technologists and Technicians
- Claims Adjusters, Examiners, and Investigators
- Credit Analysts
- Credit Authorizers, Checkers, and Clerks
- Customs Brokers
- Energy Auditors
- Environmental Compliance Inspectors
- Financial and Investment Analysts
- Loan Officers
- Meeting, Convention, and Event Planners
- News Analysts, Reporters, and Journalists
- Online Merchants
- Personal Financial Advisors
- Regulatory Affairs Specialists
- Tax Examiners and Collectors, and Revenue Agents
- Tax Preparers
Source: O*NET database (task_statements)
