Margin Clerk II Jobs

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. Researches customer margin account problems using customer account information and transaction records. May require an associate degree. Typically reports to a supervisor or manager. Works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. Typically requires 3-5 years of related experience.