Career
Brokerage clerks
Keep the paperwork of buying and selling securities in order.
Here's what you actually need to know.
The work
What people in this job do
- 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.
The outlook
How the forecast changed this year
The deeper question
What kind of person does this path ask you to become?
What this work centers on
O*NET interest profile, scored 1–7.
The work
Do you want most of your days spent on information & systems, then persuasion & leadership?
Responsibility
Are you willing to be the one responsible for this?
“Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.”
Development
What would you need to build over the next 5–10 years?
Active Listening, Speaking, Reading Comprehension, Time Management.
Trade-offs
What does it ask of you in exchange?
No degree beyond high school, though moderate-term on-the-job training is typical, for a median of $65,750 a year and 3,400 openings nationally each year.
Paths in
Degrees that lead here
- AccountingSee the degree →
- Accounting Technology/Technician and BookkeepingCIP 52.0302
Paths across
Careers that use similar skills
- Securities, Commodities, and Financial Services Sales Agents$78,660 · +1.4%
- New Accounts Clerks$47,670 · -6.5%
- Bookkeeping, Accounting, and Auditing Clerks$50,670 · -5.6%
- Customer Service Representatives$44,770 · -5.3%
- Tellers$43,030 · -13.2%
Ask anything about this career.
“Would this make sense if I don't want to sit at a desk all day?” Answers will come from the sources on this page, with citations. Coming soon.
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Sources
- BLS Employment Projections, 2025–35, U.S. Bureau of Labor Statistics. Retrieved 2026-10-01.
- BLS Employment Projections, 2024–34 (archived), U.S. Bureau of Labor Statistics. Retrieved 2026-10-01.
- O*NET 31.0 Database (August 2026), National Center for O*NET Development / U.S. Department of Labor. Retrieved 2026-10-01.
- CIP 2020 to SOC 2018 Crosswalk, NCES and BLS. Retrieved 2026-10-01.