The Trading Margin Clerk III 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 a Trading Margin Clerk III may require an associate's degree. Researches customer margin account problems using customer account information and transaction records. In addition, Trading Margin Clerk III typically reports to a supervisor or manager. Working as a Trading Margin Clerk III typically requires 5-7 years of related experience. Has gained full profi ...ciency in a broad range of activities related to the job. Independently performs a wide range of complex duties under general guidance from supervisors.More Show Less
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