Margin Clerk 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 researches customer margin account problems using customer account information and transaction records. May require an associate degree. Additionally, Margin Clerk typically reports to a supervisor or manager. The Margin Clerk works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Margin Clerk typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Description
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Qualifications
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CSM Job Standards Accountabilities :
Customer Focus : Actively looking for ways to identify customer needs. Then efficiently and effectively addressing those needs.
Communication - Visual and Verbal : Listening, speaking, and signaling so others can understand. Communicate in spoken English well enough to be understood by others.
Teamwork : Working cooperatively in a professional demeanor to complete work assignments.
Health, Safety, and Security : Recognize and mitigate safety hazards including hazardous materials, environmental hazards, and accident conditions on a construction site.
Follow appropriate security procedures.
Scheduling and Coordinating : Making arrangements that fulfill all requirements as efficiently and economically as possible.
Problem Solving / Decision-making : Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.
Adaptability and Lifelong Learning : Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.
Note : This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities, and activities may change at any time with or without notice.
Last updated : 2024-04-07
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