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Career overview · SOC 43-4011

Brokerage Clerks

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.

Also called: Account Administrator · Client Associate · Client Service Associate · Operations Clerk · Operations Coordinator · Registered Account Administrator

Median pay (national)
$62,940
$47,730–$91,650 (10th–90th)
Employed (US)
40,090
BLS OEWS, May 2024
Outlook 2024–34
-9.5%
~4,100 openings/yr
Typical entry
High school diploma or equivalent

What the numbers say

Refit analysis ·Pay for brokerage clerks shows a broad range: the top 10% earn $91,650 versus $47,730 at the bottom 10% — 1.9x. The median of $62,940 leaves roughly 46% of headroom to the 90th percentile, which is where seniority, specialization, and the skills below tend to pay off.
Refit analysis ·Employment is projected to change -9.5% from 2024 to 2034 — a projected decline, against +3% across all occupations. Even so, BLS projects about 4,100 openings a year, mostly to replace workers who retire or change careers.
Refit analysis ·Where you work moves the number a lot. Across the 47 states with released data, District of Columbia pays the most for this role (median $85,480, +36% vs the national median), while Montana sits lowest at $47,710 — a 79% spread for the same job title.
Refit analysis ·O*NET rates Active Listening, Speaking, Reading Comprehension as the highest-importance skills here — so a resume aimed at this role should lead with evidence of those, not a generic skills list. On the tools side, O*NET flags Microsoft Excel, Microsoft Office software, Microsoft Outlook, Microsoft PowerPoint as in-demand technologies for this role.

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Top skills employers ask for

Ranked by O*NET importance for this occupation.

  • Active Listening
  • Speaking
  • Reading Comprehension
  • Critical Thinking
  • Writing
  • Monitoring
  • Mathematics
  • Active Learning
  • Learning Strategies
  • Science

What they actually do

Core O*NET tasks for this role.

  • 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.
  • Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
  • Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
  • Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
  • Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
  • Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
  • Prepare reports summarizing daily transactions and earnings for individual customer accounts.

Tools & technology

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • Adobe Creative Cloud software
  • Adobe Illustrator
  • Adobe InDesign
  • Adobe Photoshop
  • Oracle PeopleSoft
  • Salesforce software
  • Structured query language SQL
  • Account management software
  • Adobe Dreamweaver
  • Bloomberg Professional
  • HEAT Software GoldMine

Knowledge areas

  • English Language
  • Customer and Personal Service
  • Mathematics
  • Computers and Electronics
  • Economics and Accounting
  • Administrative
  • Sales and Marketing
  • Law and Government