How do they match: Brokerage Clerks

  • Sales Assistant
  • Sales Trader
  • Brokerage Service Associate
  • Brokerage Services Director
  • Brokerage Services Specialist
  • Brokerage Operations Representative
  • Brokerage Purchase-and-Sale Clerk
  • Client Service Representative
  • Client Service Associate
  • Operations Representative
  • Registered Sales Assistant
  • Registered Client Services Associate
  • Wealth Services Associate

  • Perform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.

  • Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
  • Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.