Roles · Finance and mortgages

AI client associate

Computes transfer taxes and verifies stock transactions. Documents security purchases and sales. Monitors daily stock prices to determine collateral needs.

Jack Mensah“I document transactions and verify ownership information daily.”An example character, not a real person.
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Client associate · What it does

Three tasks it takes off your hands

  1. Document security transactions using computers and accounting ledgers.
  2. Monitor daily stock prices and compute fluctuations.
  3. Verify ownership and transaction information using stock records.
Where these come from

The tasks of “Brokerage Clerks” (O*NET 43-4011.00), as O*NET lists them:

  • Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
  • Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
  • Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.

Client associate · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • Adobe Acrobat

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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