Margin Clerk
| Job Overview |
Margin Clerks record and monitor activity in customers' accounts to ensure that clients make payments and meet all legal requirements concerning their purchases of stock. They discuss price fluctuations with customers, registered representatives, and others as necessary in order to monitor stock trends in relation to the bank’s margin loan accounts. Margin Clerks may help to solve customer margin account problems by using customer account information and transaction records.
Margin Clerks are generally required to have a high school diploma or its equivalent, as well as computer proficiency.