Will AI replace brokerage clerks?

AI already handles some of this work on its own in real use, for tasks like “Document security transactions, such as purchases, sales, conversions”. That's 1h 22m of a typical shift; 6h still has no AI or robot evidence. BLS expects about 7.6% fewer of these jobs by 2035.

Time card for brokerage clerks showing a typical 8-hour shift: 6h done by people, 38m done by people with AI, 1h 22m by AI.
Each mark is 5 minutes of a typical shift for brokerage clerks, colored by who does that task today. Estimates from O*NET tasks and Anthropic Economic Index data. How it's made

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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.

Time card

Untick tasks you don't do, or set your own times.
MineTask, by time spentHumanWith AIAIRobot
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.1h 35m a shift · No AI or robot evidence found
Why this label?No AI use or robot deployment showed up for this task in our data. That isn't proof it's safe; it may just be rare in the data. How labels work
Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.1h 22m a shift · Observed in AI use
Why this label?Marked AI because this task shows up regularly in real AI conversations (Anthropic Economic Index, 2025 usage), and in most of them AI does the task on its own rather than helping a person. Many workplaces may not use AI for it at all. How labels work
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.57m a shift · No AI or robot evidence found
Why this label?No AI use or robot deployment showed up for this task in our data. That isn't proof it's safe; it may just be rare in the data. How labels work
Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.44m a shift · No AI or robot evidence found
Why this label?No AI use or robot deployment showed up for this task in our data. That isn't proof it's safe; it may just be rare in the data. How labels work
File, type, or operate standard office machines.38m a shift · Robots only in factory cells
Why this label?Robots have done this only in factory setups built around the machine, so it stays Human for brokerage clerks. How labels work
Perform clerical tasks, such as answering phones or distributing mail.38m a shift · Observed in AI use
Why this label?Marked With AI because people regularly use AI to help with this task in real conversations (Anthropic Economic Index, 2025 usage), but AI doesn't usually finish it alone. How labels work
Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.38m a shift · No AI or robot evidence found
Why this label?No AI use or robot deployment showed up for this task in our data. That isn't proof it's safe; it may just be rare in the data. How labels work
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.32m a shift · No AI or robot evidence found
Why this label?No AI use or robot deployment showed up for this task in our data. That isn't proof it's safe; it may just be rare in the data. How labels work
Prepare reports summarizing daily transactions and earnings for individual customer accounts.32m a shift · No AI or robot evidence found
Why this label?No AI use or robot deployment showed up for this task in our data. That isn't proof it's safe; it may just be rare in the data. How labels work
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.25m a shift · No AI or robot evidence found
Why this label?No AI use or robot deployment showed up for this task in our data. That isn't proof it's safe; it may just be rare in the data. How labels work

Clock history

  1. 2h touchedFirst published: O*NET 30.1, Anthropic Economic Index (2025 usage and September 2026 robot study), BLS May 2025

When new data changes this clock, the date, the new numbers and the reason are logged here. Company news alone never moves the clock.

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No company news tracked for this job yet. New stories are added as they happen.

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Will AI replace brokerage clerks?

Unlikely, though parts of the work are changing. About 2h of an 8-hour shift goes to tasks touched by AI working on its own. The breakdown: 38m done by people with AI help, 1h 22m that AI mostly does alone. The other 6h (75%) stays with people. Separately, BLS expects about 7.6% fewer of these jobs by 2035 (all jobs: +3.5%).

What can AI already do for brokerage clerks?

AI shows up regularly in 2 of 10 tasks, about 2h of a typical shift. The biggest ones:

  • Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records. (1h 22m a shift, AI mostly does it alone)
  • Perform clerical tasks, such as answering phones or distributing mail. (38m a shift, people use AI to help)
Where do robots fit in?

Not in workplaces like this one, based on a 2026 review of robot deployments. 2 more tasks have only been done in factory setups built around the machine, so they stay with people here.

What still needs a person?

6h of a typical shift, or 75%, goes to tasks with no AI or robot evidence yet. No AI usage or robot deployment has shown up for these so far. The biggest:

  • Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems. (1h 35m a shift)
  • Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders. (57m a shift)
  • Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports. (44m a shift)
  • File, type, or operate standard office machines. (38m a shift)
  • Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers. (38m a shift)
Why is that work hard to automate?

Much of it comes down to where and how the work happens. In-person, hands-on and high-stakes work is where AI and robots have made the least headway so far. In the official O*NET survey of people in this job:

  • 84% are in constant contact with other people
  • 75% say dealing with the public is very or extremely important
  • 64% work at arm's length or closer to other people
Are employers still hiring brokerage clerks?

On Indeed, job postings in the Customer Service sector are at 87% of their February 2020 level (all U.S. postings: 104%), down 1.5% from a year earlier, as of Oct 9, 2026. BLS separately expects about 3,400 openings a year in this job through 2035. Across all U.S. postings, 7.3% now mention AI skills. Sector postings cover more than this one job and move for many reasons besides AI.

How much do brokerage clerks make?

The median pay is about $65,750 a year ($31.61 an hour), 29% above the median for all U.S. jobs ($50,980). Most people in this job earn between $50,260 and $102,010 a year; that range covers the middle 80%. Pay figures are from BLS, May 2025, and vary a lot by state and employer. Pick a state to compare:

Is this job growing or shrinking?

BLS projects a decline of 7.6% from 2025 to 2035, compared with 3.5% growth for all jobs. That's about 34,000 jobs in 2035. Even so, it expects about 3,400 openings a year, mostly from people retiring or changing careers. These projections don't single out AI as a cause.

How many brokerage clerks are there in the U.S.?

About 36,000 people in the U.S., roughly 0.02% of all workers (BLS, May 2025). That makes it the 442nd largest of the 796 jobs on this site. BLS expects about 34,000 in 2035.

What training do brokerage clerks need?

The most common requirement is a bachelor's degree: about 38% of people in the job said so in the official O*NET survey. O*NET rates the job at level 3 of 5 for preparation, which usually means: vocational school or associate's degree. Requirements vary by state and employer, especially for licensed work.

What should I learn to stay ahead of AI?

These come from the job's official skill ratings and from the tasks that AI and robots touch least today. Building them keeps you strong in the parts of the work that still need a person:

  • Skills that matter more here than in most jobs: Time Management, Mathematics, Speaking, Active Listening
  • Get strong at the parts of the job that stay with people (listed above), which take 6h of a typical shift
  • Tools employers list: Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Office software, Microsoft Excel
  • Learn to use AI well on the tasks where it already shows up in this job (listed above)
What other jobs could brokerage clerks move into?

These use similar skills. Matches come from 109 official ratings of skills, knowledge and work activities, and each needs the same or less preparation unless the official list relates the jobs directly:

  • Insurance Claims and Policy Processing Clerks (1h 20m touched, $49k median pay)
  • Bookkeeping, Accounting, and Auditing Clerks (1h 58m touched, $51k median pay)
  • Correspondence Clerks (3h 57m touched, $47k median pay)
  • Billing and Posting Clerks (4h 19m touched, $49k median pay)
  • Bill and Account Collectors (2h 38m touched, $47k median pay)
How solid are these numbers?

Each task carries its own evidence label. For this job: 2 observed in real AI use, 8 with no AI or robot evidence found. The minutes per task are estimates, not measured hours, and "no evidence" doesn't prove a task is safe.

Tools in demand

  • Adobe Acrobat
  • Adobe Creative Cloud software
  • Adobe Illustrator

Plus everyday office tools: Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Office software, Microsoft Excel.

Also called

Account Administrator, Broker Assistant, Brokerage Agent, Brokerage Analyst, Brokerage Assistant, Brokerage Associate, Brokerage Clerk, Brokerage Coordinator, Brokerage Operations Representative (Brokerage Operations Rep), Brokerage Operations Specialist, Brokerage Purchase-and-Sale Clerk, Brokerage Service Associate, Brokerage Services Specialist, Brokerage Specialist