At Charles Schwab I am a global investing specialist. My job in general is to help clients navigate the foreign markets.
We work with any sort of client here at the global desk. We're just here to help them in achieving their financial goals.
So, I worked with a client who had been reading a pretty prestigious newspaper and he'd read about some securities that trade in Hong Kong, Australia and Canada. He had gone online and he tried to search for these companies and he was having some difficulty. So he called in asking, "How do I learn more about these companies?" We were able to use the resources on Schwab.com to actually find the Schwab equity rating reports. So I was able to take the time to review each individual report with him to make sure he understood what he was buying. We looked at three stocks he wanted to purchase. We reviewed the analyst ratings and the client called back and he wanted to make the trades. What we looked up was the liquidity on the different markets and where was the best market to send the trade to get the client the best overall price. He doesn't have to be placing a trade to call the global desk.
We're there to help educate clients, to explain things to clients, and although this client started off as a novice investor in the foreign markets, I can tell you now he's far from a novice investor. The number of conversations we've had, he's very competent in what he is doing and probably more competent than he knows.
To me, there is nothing more satisfying than having a client being able to call into a firm like ours and have a name that you can trust every time. And through the multiple conversations I've had with him, building that relationship and that trust is so important. It really gives me a good understanding of what they are trying to accomplish, which to me is the most important thing.
I want to work with a firm that I can trust as an employee and I know clients want to work with a firm they can trust as a client. And I really am able to live up to that here at Charles Schwab.