How do they match: Brokerage Clerks

  • Brokerage Service Associate
  • Brokerage Services Director
  • Brokerage Services Specialist
  • Brokerage Operations Representative
  • Client Service Representative
  • Client Service Associate
  • Operations Representative
  • Registered Client Services Associate
  • Wealth Services Associate

  • Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
  • Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.