Information and Record Clerks

How to become a Brokerage Clerk

Official title: Brokerage Clerks

Also called: Account Administrator, Client Associate, Client Service Associate, Operations Clerk, Operations Coordinator, Registered Account Administrator, Registered Sales Assistant, Sales Assistant, Sales Trader, Trading Assistant

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.

Main tasks

Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
File, type, or operate standard office machines.
Perform clerical tasks, such as answering phones or distributing mail.
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.

How to become one

A high school diploma is typically required for most financial clerk positions. These workers typically learn their job duties through on-the-job training.

Typical education to start: High school diploma or equivalent

Read the full guide from the U.S. Bureau of Labor Statistics

Pay · Outlook · AI and this job

Median pay: $65,750 a year The middle half earn $58,620 to $79,800.
About 36,900 people work in this job now, and about 34,100 are projected by 2035. (-7.6%)
People already use generative AI for a good share of this work, which usually changes the job more than it replaces it. Microsoft Research rates its AI applicability as high.

Questions people ask

How do I become a Brokerage Clerk?

A high school diploma is typically required for most financial clerk positions. These workers typically learn their job duties through on-the-job training.

How much does a Brokerage Clerk earn in the US?

Median full-time pay is $65,750 a year (U.S. Bureau of Labor Statistics). The middle half earn $58,620 to $79,800.

Is a Brokerage Clerk a growing career in the US?

Employment is projected to fall 8% by 2035, from about 36,900 to about 34,100 people (U.S. Bureau of Labor Statistics).

Do you need a degree to become a Brokerage Clerk?

Not always. 42% of people in this job hold a bachelor's degree or higher.

Will AI change the work of a Brokerage Clerk?

People already use generative AI for a good share of this work, which usually changes the job more than it replaces it. Microsoft Research rates its AI applicability as high.

Sources

Microsoft Research: Working with AI: AI applicability by occupation (2025-12-22 (built on O*NET 29.0)), CC BY 4.0, retrieved 2026-10-03
U.S. Bureau of Labor Statistics: Employment Projections (2025-35 (released 2026-08-27)), Public domain (BLS), retrieved 2026-10-03
U.S. Bureau of Labor Statistics: Occupational Outlook Handbook (2025-35 edition (published 2026-08-27)), Public domain (BLS); photographs excluded, retrieved 2026-10-03
U.S. Bureau of Labor Statistics: Occupational Employment and Wage Statistics (May 2025), Public domain (BLS), retrieved 2026-10-03

Updated 2026-10-03

This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET is a trademark of USDOL/ETA.