Will “Customer Agent” be Replaced By Robots? 🤔
Unknown Chance of Automation
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Job Description
Buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.
Job Details
- The SOC (Standard Occupational Classification) code is 41-3031.01
☝️ Information based on the reference occupation “Sales Agents, Securities and Commodities”.
Also Known As…
- Sales Agents, Securities and Commodities
- Stock Broker
- Registered Representative
- Investment Specialist
- Investment Representative
- Investment Executive
- Investment Consultant
- Investment Advisor
- Financial Representative
- Financial Consultant
- Account Executive
- Trust Officer
- Stockbroker
- Stock Speculator
- Stock Associate
- Speculator
- Sales Specialist
- Outside Sales Representative
- Oil Speculator
- Oil Lease Broker
- Mutual Funds Agent
- Money Manager
- Mining Speculator
- Mine Promotor
- Market Maker
- Investments Manager
- Investment Banker
- Inside Sales Representative
- Grain Broker and Market Operator
- Grain Broker
- Floor Broker
- Fiscal Specialist
- Field Marketing Representative
- Dealer
- Cotton Broker
- Commodity Broker
- Chartered Financial Analyst (CFA)
- Business Relationship Manager
- Business Account Leader
- Bond Broker
- Account Specialist
- Account Leader
Tasks for “Customer Agent”
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Prepare financial reports to monitor client or corporate finances.
- Offer advice on the purchase or sale of particular securities.
- Explain stock market terms or trading practices to clients.
- Discuss financial options with clients and keep them informed about transactions.
- Analyze market conditions to determine optimum times to execute securities transactions.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
- Calculate costs for billings or commissions.
- Identify potential clients, using advertising campaigns, mailing lists, or personal contacts.
- Prepare documents needed to implement plans selected by clients.
- Keep accurate records of transactions.
- Read corporate reports and calculate ratios to determine best prospects for profit on stock purchases.
- Relay buy or sell orders to securities exchanges or to firm trading departments.
- Contact prospective customers to determine customer needs, present information, or explain available services.
- Develop financial plans, based on analysis of clients' financial status.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Inform and advise concerned parties regarding fluctuations or securities transactions affecting plans or accounts.
- Review financial periodicals, stock and bond reports, business publications, or other material to identify potential investments for clients or to keep abreast of trends affecting market conditions.
Related Technology & Tools
- Notebook computers
- Mobile computing devices
- Desktop computers
- Tablet computers
- Personal computers
- FundCount Web
- AIQ Systems TradingExpert Pro
- Knight BondPoint
- Trading Blox
- Microsoft Word
- Thomson Reuters Tradeweb
- CableSoft LiveWire Trader
- Calypso Technology Calypso Asset Management
- SunGard MicroHedge
- Email software
- Microsoft PowerPoint
- Leading Market Technologies EXPO
- Derivicom FinOptions XL
- Web browser software
- Microsoft Excel
- Microsoft Office
- Bloomberg Professional
- Graphics software
- CSI Complex Systems ClientTrade
- Data entry software
- ADP/Vantra VOLTS
- AnalyzerXL
- Imagine Software Imagine Trading System
- Regulatory agency compliance software
- Aspen Research Group Aspen Graphics