A professional who compiles data, using computer, to determine customer margin (equity) in stock purchased. Responsibilities include:

• Totals customer accounts and computes difference between purchase price of stock and present market value, using calculator, to show amount due for brokerage fees.
• Notifies registered representative or other workers when customer margin is less than government regulations or brokerage firm requirements.
• May solve customer margin account problems, using customer account information and transaction records.