How do they match: Brokerage Clerks

  • Information Clerk Brokerage
  • Support Analyst
  • Support Broker
  • Brokerage Service Associate
  • Brokerage Services Director
  • Brokerage Services Specialist
  • Brokerage Purchase-and-Sale Clerk
  • Client Service Associate
  • Client Service Representative
  • Registered Client Services Associate
  • Wealth Services Associate

  • Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.

  • Answer telephones to direct calls or provide information.
  • Monitor financial information.