Will AI replace Brokerage Clerks?
AI reaches most of this job’s work.
82/100
Very high exposure
More exposed to AI than 100% of US workers.
- AI already used in
- 23% of the work
- As AI tools mature: up to
- 89% of the work
What the job involves
Perform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.
Where AI reaches the work
The job’s main tasks, heaviest first, by how far AI reaches them.
Already happening(2)
- Perform clerical tasks, such as answering phones or distributing mail.
- Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
Within reach(6)
- Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
- File, type, or operate standard office machines.
- Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
- Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
- Prepare reports summarizing daily transactions and earnings for individual customer accounts.
and 1 more
Out of reach(2)
- Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
- Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
Also called
Dividend Clerk · Trading Assistant · Broker Assistant · Client Administrator · Coupon Clerk · Information Clerk Brokerage · Margin Clerk · OTC Clerk (Over the Counter Clerk)
Related jobs
What these numbers mean
The score is the share of this job’s work, weighted by how important and frequent each task is, that AI could do in half the time: tasks an AI model could do alone count in full, tasks that need software built on AI count half.
“AI already used” is the share of the work in tasks where people are recorded using AI today. “As AI tools mature” counts every task AI could halve, with or without extra software.
The percentile compares the score with every job’s, weighted by how many people in the US do each one. Exposure means AI could change how the work is done, not that the job goes away. These are estimates for the typical job, not predictions.
Sources
- O*NET 31.0 Database, U.S. Department of Labor, Employment and Training Administration
- GPTs are GPTs: Labor market impact potential of LLMs (task labels), Eloundou, Manning, Mishkin & Rock (2023), OpenAI and University of Pennsylvania
- Anthropic Economic Index: labor market impacts (task penetration), Anthropic
- Occupational Employment and Wage Statistics, May 2025 (national and metropolitan areas), U.S. Bureau of Labor Statistics