How do they match: Brokerage Clerks

  • Telephone Quotation Clerk
  • Brokerage Service Associate
  • Brokerage Services Director
  • Brokerage Services Specialist
  • Client Service Associate
  • Client Service Representative
  • Registered Client Services Associate
  • Wealth Services Associate

  • Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
  • Perform clerical tasks, such as answering phones or distributing mail.

  • Answer telephones to direct calls or provide information.