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Brokerage Services Representative information

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$29.5K

$48.3K

$78.5K

How much do brokerage services representative jobs pay per year?

As of Aug 14, 2026, the average yearly pay for brokerage services representative in the United States is $48,284.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $57,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by brokerage services representatives, and how can they be managed effectively?

Brokerage Services Representatives often encounter challenges such as managing high call volumes, addressing complex client inquiries about investments, and staying up-to-date with evolving financial regulations. Success in this role requires strong communication skills, attention to detail, and the ability to work efficiently under pressure. Proactive learning, regular training, and effective time management can help representatives stay informed and deliver excellent client service. Additionally, collaborating with team members and leveraging internal resources supports problem-solving and continuous improvement.

What is the difference between Brokerage Services Representative vs Customer Service Representative?

AspectBrokerage Services RepresentativeCustomer Service Representative
CredentialsFINRA licenses, securities licensesNo specific licenses required
Work EnvironmentFinancial firms, brokerage firmsVarious industries, call centers, retail
Employer & IndustryFinancial services, brokerage industryMultiple sectors including retail, telecom, banking
Common Search IntentComparing roles in finance, licensing, responsibilitiesCustomer support, service tasks, problem-solving

The Brokerage Services Representative primarily works in financial firms, handling client accounts and requiring securities licenses. In contrast, a Customer Service Representative works across various industries, focusing on customer support without specialized licenses. While both roles involve client interaction, the Brokerage Services Representative has a specialized focus on financial products and compliance, making it distinct within the financial industry.

What are the key skills and qualifications needed to thrive as a brokerage services representative?

To thrive as a Brokerage Services Representative, you need a solid understanding of financial markets, investment products, and securities regulations, often supported by a bachelor's degree in finance or related field and required FINRA licenses (such as Series 7 and Series 63/66). Familiarity with trading platforms, CRM systems, and market analysis tools is essential. Strong communication, problem-solving, and customer service skills make someone stand out in this role. These skills and qualifications are crucial for providing accurate investment guidance, ensuring compliance, and building client trust in a fast-paced financial environment.

What is a brokerage services representative?

Brokerage Services Representatives are professionals who assist clients with their investment accounts, providing support for trading, account management, and general inquiries about financial products. They often work for brokerage firms, helping customers execute trades, understand their investment options, and resolve account-related issues. These representatives also ensure compliance with regulations and may provide educational resources to clients. Their goal is to deliver high-quality service and support to individuals investing in stocks, bonds, mutual funds, and other securities.

What states have the most Brokerage Services Representative jobs?

States with the most job openings for Brokerage Services Representative jobs include:

What job categories do people searching Brokerage Services Representative jobs look for?

The top searched job categories for Brokerage Services Representative jobs are:

Brokerage Services Representative jobs near you
Infographic showing various Brokerage Services Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $48,284 per year, or $23.2 per hour.

Field Services Representative & Courier

Mark Spain Real Estate - Corp

Sarasota, FL • On-site

Part-time

Re-posted 2 days ago

Job description

Field Services Representative & Courier

About Mark Spain Real Estate:

Mark Spain Real Estate (MSRE) is a top rated residential real estate brokerage in the US, helping families buy and sell their homes. MSRE is the #1 real estate team in the industry for client satisfaction, with over 12,000 5-star reviews. The brokerage serves thousands of families each year and closes billions of dollars of real estate transactions annually by offering homeowners several home selling programs, including getting the best possible Guaranteed Offer for qualified clients. MSRE is poised to more than double the volume of homes sold annually by leveraging technology to better serve clients and pursuing geographical expansion to serve even more families.

Position Overview:

Mark Spain Real Estate is seeking a qualified Field Services Representative to add to our growing team. This individual must have a valid driver's license and clean driving record, ability to work with their hands and ability to lift up to 50 lbs. The ideal candidate is client friendly, team-oriented, quality focused and willing to use a personal vehicle. Duties will include: driving to various locations throughout the day to install and/or remove real estate signs; maintain accurate inventory count and a professional appearance; and communicate effectively with customers, coworkers and supervisors. This is a part-time position.

Required Skills, Abilities

  • Valid driver's license and clean driving record
  • Ability to work with your hands
  • Ability to lift up to 50 lbs.
  • Quality focused
  • Team oriented in a fast paced environment
  • Client Friendly
  • Excellent organization and communication skills
  • Willing to use personal vehicle

Duties and Responsibilities

  • Drive to various locations throughout the day to install/remove real estate signs
  • Communicate effectively with customers/co-workers/supervisor
  • Maintain accurate inventory count
  • Professional Appearance

*Please note all candidates will be required to pass a full background check and drug test.