Also referred to as: Entry Margin Clerk, Trading Margin Clerk I
Requirements and Responsibilities

Margin Clerk I compiles data and determines customer margin in stock purchased. Determines brokerage fees and notifies supervisor when customer margin is less than government regulations or brokerage firm requirements. Being a Margin Clerk I researches customer margin account problems using customer account information and transaction records. May require an associate degree. Additionally, Margin Clerk I typically reports to a supervisor or manager. To be a Margin Clerk I typically requires 1-3 years of related experience. May be entry level if some experience in the skill. Gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision.

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