The Intermediate Margin Clerk determines brokerage fees and notifies supervisor when customer margin is less than government regulations or brokerage firm requirements. Compiles data and determines customer margin in stock purchased. Being an Intermediate Margin Clerk may require an associate's degree. Researches customer margin account problems using customer account information and transaction records. In addition, Intermediate Margin Clerk typically reports to a supervisor or manager. Working as an Intermediate Margin Clerk typically requires 3-5 years of related experience. Has gained prof ...iciency in multiple competencies relevant to the job. Works independently within established procedures associated with the specific job function.More Show Less
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