Not Very Resilient
Last Update: 8/30/2026
AI Resilience Score for Brokerage Clerks:
22.0%
Median Score
Meaningful human contribution
Measures the parts of the occupation that still require a human touch. This score averages data from up to four AI exposure datasets, focusing on the role’s resilience against automation.
Low
Long-term employer demand
Predicts the health of the job market for this role through 2034. Using Bureau of Labor Statistics data, it balances projected annual job openings (60%) with overall employment growth (40%).
Low
Sustained economic opportunity
Measures future earning potential and career flexibility. This score is a blend of total projected labor income (67%) and the role’s inherent ability to adapt to economic and technological shifts (33%).
Low
This reflects the reliability of your score based on the number of data sources available for this career and how closely those sources agree on the outlook. A higher confidence means more consistent evidence from labor experts and AI models.
This result is backed by strong agreement across multiple data sources.
Contributing sources
AI Resilience Report forBrokerage Clerks
$65,750 median salary•3,400 annual openings•SOC Code: 43-4011.00
Brokerage Clerks are less resilient to AI impacts than most occupations, according to our analysis of 8 sources.
Brokerage clerks are labeled "Not Very Resilient" because so much of the core work, like documenting transactions, preparing forms, and reconciling records, is exactly what AI systems are now being built to handle automatically. The Bureau of Labor Statistics already projects declines in similar clerk roles, and industry leaders are openly saying AI is moving from experimental pilots into the everyday infrastructure of financial firms.
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Brokerage clerks are labeled "Not Very Resilient" because so much of the core work, like documenting transactions, preparing forms, and reconciling records, is exactly what AI systems are now being built to handle automatically. The Bureau of Labor Statistics already projects declines in similar clerk roles, and industry leaders are openly saying AI is moving from experimental pilots into the everyday infrastructure of financial firms.
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Brokerage Clerks
Updated Quarterly
How is AI changing Brokerage Clerks jobs?
If you're worried about AI replacing brokerage clerks, here's the honest picture: a lot of the routine paperwork side of this job is already being automated, but human judgment still matters. SIFMA's Chief Operating Officer told the 2026 Operations Conference that the question is no longer whether AI will transform financial operations — it's how fast firms can embed it, with AI moving from pilot programs into the infrastructure that powers daily workflows. He noted that agentic AI systems are now capable of managing multi-step processes rather than performing a single automated task, and can orchestrate entire processes across data sources, systems, and decision points — exactly the kind of work (documenting transactions, preparing forms, reconciling records) that clerks handle.
Regulators are watching closely. FINRA's 2026 Annual Regulatory Oversight Report [1] added a dedicated GenAI section, and FINRA has published guidance on AI agents [1] in early 2026 that specifically covers how member firms are deploying these tools in operations. On the augmentation side, Investment Executive's 2026 Brokerage Report Card [2] found that firms are mainly using AI to free up staff time rather than eliminate roles, with one executive stating that "AI empowers our advisors to deliver more bespoke value and enhance efficiency, but it is not a replacement for human advice." McKinsey similarly reports that agentic AI is poised to transform banking operations [3], though many firms are stuck in "pilot purgatory" — meaning full rollout is slower than headlines suggest.
Sources
How fast is AI adoption growing for Brokerage Clerks?
Adoption is moving quickly for a few reasons. The tools are commercially available (Microsoft Copilot, ChatGPT, and proprietary bank systems like Scotia Intelligence and RBC Assist), and the Bureau of Labor Statistics projects [4] that as AI integration expands, "various types of office and administrative support workers are expected to see additional efficiency gains," with related clerk occupations like procurement clerks projected to decline 8.7% and credit clerks 6.2% between 2024–2034.
But there are real brakes on adoption too. McGuireWoods' analysis of FINRA's 2026 report [5] highlights that AI governance, supervision, and cybersecurity are top regulatory priorities — meaning firms must build careful oversight before scaling automation. Investment Executive also reports that since AI is fallible and can hallucinate, every organization should have an internal mechanism under its AI governance where employees feel comfortable raising an issue around AI integrity.
The good news for young people entering this field: skills like customer communication, judgment on tricky account problems, and AI oversight are becoming more valuable — not less. Being the human who verifies, explains, and troubleshoots what AI produces is a real career path.
Sources
Will AI replace Brokerage Clerks?
In part. We think AI will eventually automate a real share of this work, but brokerage clerks who stay sharp have real options ahead of them.
Our 22.0% AI Resilience Score reflects something that's already happening on trading floors and in back offices: the routine paperwork side of this job, documenting transactions, reconciling records, preparing forms, is exactly what agentic AI systems are being built to handle [3]. The BLS projects that related clerk roles like procurement clerks and credit clerks are expected to decline meaningfully through 2034 [4], and there's no strong reason to think brokerage clerks will be insulated from the same pressures.
That said, the transition is slower than the headlines suggest. Regulatory oversight is a real brake on automation, with FINRA's 2026 guidance making clear that firms must build careful human supervision into any AI deployment [1]. And firms are finding that someone still needs to verify what AI produces, catch errors, and explain decisions to clients [2]. Those are human skills, and they travel well.
If you're early in your career here, treat this role as a launchpad. The judgment, client communication, and AI oversight experience you build now are exactly what financial firms need as they scale these tools. The job may shrink. The skills can grow with you.
Sources
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Latest AI news for Brokerage Clerks
These articles provide valuable insights into the evolving role of Brokerage Clerks in the age of AI. For instance, the AI Job Risk Check highlights that while AI won't eliminate these jobs immediately, it will transform them, with software taking over tasks like transaction logging. The article from AI Exposure indicates a high automation risk score, emphasizing the need for clerks to adapt and enhance their skills. Understanding these changes can help students build resilience in their careers, ensuring they remain relevant and valuable in a tech-driven environment.
Will AI replace Brokerage Clerks? - AI Job Risk Check
aijobriskcheck.com • 9/20/2026
AI will not eliminate brokerage clerks overnight, but it will reshape the role. Headcount may decline as software takes over transaction logging, form ... Read more
Brokerage Clerk | AI Jobs
auraone.ai • 9/20/2026
Brokerage Clerk is a remote review track for evaluating AI outputs across brokerage operations workflows. Reviewers grade calculations, narrative reasoning, and ... Read more
Evaluating the Impact of AI on the Labor Market: Current State ...
budgetlab.yale.edu • 9/20/2026
Oct 1, 2025 — Overall, our metrics indicate that the broader labor market has not experienced a discernible disruption since ChatGPT's release 33 months ago, ... Read more
Will AI Replace Brokerage Clerks?
aitakeovertracker.com • 9/20/2026
Brokerage Clerks : High AI risk (score: 52/100, higher than 98% of occupations). Full task-by-task breakdown, skill gaps, and career alternatives.
Will AI Replace Brokerage Clerks? Risk Score - AI Exposure
www.aiexposure.org • 9/20/2026
Brokerage Clerks scored 80/100 for AI automation risk. 40090 Americans hold this job. See what's at stake and how to protect your career.
More Career Info
Career: Brokerage Clerks
They help with buying and selling stocks by keeping track of orders, updating records, and making sure everything runs smoothly for brokers and clients.
Parent Careers
Employment & Wage Data
Median Wage
$65,750
Jobs (2025)
36,900
Growth (2025-35)
-7.6%
Annual Openings
3,400
Education
High school diploma or equivalent
Experience
None
Source: Bureau of Labor Statistics, Employment Projections 2025-2035
Task-Level AI Resilience Scores
AI-generated estimates of task resilience over the next 3 years
1
Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
2
Perform clerical tasks, such as answering phones or distributing mail.
3
Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers.
4
File, type, or operate standard office machines.
5
Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
6
Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports.
7
Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans.
Tasks are ranked by their AI resilience, with the most resilient tasks shown first. Core tasks are essential functions of this occupation, while supplemental tasks provide additional context.
