How do they match: Brokerage Clerks

  • Brokerage Purchase-and-Sale Clerk

  • Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
  • Prepare reports summarizing daily transactions and earnings for individual customer accounts.
  • Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.

  • Prepare research or technical reports.