Josh Hanson

Josh Hanson Email and Phone Number

Manager - External Account Transfers @ Wealthsimple
Toronto, ON, CA
Josh Hanson's Location
Toronto, Ontario, Canada, Canada
Josh Hanson's Contact Details

Josh Hanson personal email

n/a

Josh Hanson phone numbers

About Josh Hanson

Josh Hanson is a Manager - External Account Transfers at Wealthsimple. He possess expertise in customer service, customer satisfaction, people skills, think on my feet, dependable team player and 16 more skills. Colleagues describe him as "Josh was extremely helpful, great resource and gave me a clear scope of various companies and industries that seek sales professionals. He is a skilled relationship builder who values his client’s future and puts their needs first! I remember him coordinating a meeting while he was on his vacation which just testifies the kind of professional he is. In the world of digital-disruption, Josh’s in-depth knowledge of technology client’s will make him a great professional at any organization!" and "I have the pleasure to work alongside Josh at Sales Talent Agency. Although I've only been here for 5 months, Josh has already had an important impact on my overall experience and positive view of the company. He was one of the most welcoming colleagues when I first started and made an effort to get to know the new employees, offer advice, words of encouragement and feedback. As time went on, I've had the chance to witness the way Josh handles himself with his clients, candidates, and peers. I deeply respect Josh for the work ethic and level of integrity that he brings to all his projects. He has an honest, humble and empathetic approach that is focused on adding value to his clients, candidates and colleagues. When it comes to promoting a positive company culture that is resilient in face of challenges, Josh leads by example. He is a valued member of our team and truly embodies what STA stands for!"

Josh Hanson's Current Company Details
Wealthsimple

Wealthsimple

View
Manager - External Account Transfers
Toronto, ON, CA
Website:
wealthsimple.com
Employees:
1606
Josh Hanson Work Experience Details
  • Wealthsimple
    Manager - External Account Transfers
    Wealthsimple
    Toronto, On, Ca
  • Wealthsimple
    Manager - Client Experience (Transfers)
    Wealthsimple Jul 2024 - Present
    Toronto, Ontario, Canada
    Overseeing the E2E Client Experience for Institutional Transfers
  • Wealthsimple
    Team Lead - Institutional Transfers
    Wealthsimple Jan 2024 - Jul 2024
    Toronto, Ontario, Canada
    Leading a team of 14 Client Experience Agents and working on Operational, product, and process improvements to reduce tickets, and lead to a better user experience.
  • Wealthsimple
    Client Experience (Part Time)
    Wealthsimple Sep 2021 - Feb 2024
    Toronto, Ontario, Canada
    Took a step back and worked part-time at Wealthsimple as I pursued my Bachelor of Education at York.I served as a Swiss army knife with responsibilities ranging from, training new hires, working on incident response communications to revamping/creating processes for the client experience team as we scaled from 100 up to 250 employees on the CS team in less than a year.
  • Wealthsimple
    Team Lead - Institutional Transfers
    Wealthsimple Jan 2021 - Sep 2021
    Toronto, Ontario, Canada
    Leading a team of 10 Client Experience Agents while working on a range of operational projects to improve efficiencies, reduce ticket drivers, and help the Client Success team scale from 30 up to 100 agents in 6 months.
  • Wealthsimple
    Associate Relationship Manager
    Wealthsimple Sep 2018 - Feb 2021
    Toronto, Canada Area
    As one of the first 175 employees at Wealthsimple I was able to help in scaling our client base from $4 billion in Assets Under Management (AUM) to $6 billion in AUM in my first 12 months. Not only am I serving as the key point of contact for our clients, but I also have been able to tackle some super exciting projects including:• Launching an internal competition that increased client referrals to Portfolio Managers resulting in a 235% increase in monthly deposits in Q3 ‘19• Implementing a process to prioritize, and call High Net Worth and 'Escalated' clients leading to a ​5% increase in capture rate both Q1 and Q2 ‘19 (~$750k+ in added assets per quarter)
  • Sales Talent Agency, Inc.
    Account Manager
    Sales Talent Agency, Inc. Jun 2017 - Sep 2018
    Toronto, Canada Area
    • Q1 2018: 101% to Quota• Q3 2018: 141% to Quota• Generated $170k+ in revenue during first fiscal year

Josh Hanson Skills

Customer Service Customer Satisfaction People Skills Think On My Feet Dependable Team Player Highly Reliable Learning Quickly Microsoft Excel Business Understanding Computers Heavy Lifting Time Management Management Food Social Media Public Speaking Microsoft Word Microsoft Office Teamwork Event Planning Marketing

Josh Hanson Education Details

Frequently Asked Questions about Josh Hanson

What company does Josh Hanson work for?

Josh Hanson works for Wealthsimple

What is Josh Hanson's role at the current company?

Josh Hanson's current role is Manager - External Account Transfers.

What is Josh Hanson's email address?

Josh Hanson's email address is jh****@****nts.com

What is Josh Hanson's direct phone number?

Josh Hanson's direct phone number is +141630*****

What schools did Josh Hanson attend?

Josh Hanson attended York University, Ryerson University, Universidad Carlos Iii De Madrid, Don Mills Collegiate Institute.

What are some of Josh Hanson's interests?

Josh Hanson has interest in Football, Soccer, Baseball, Basketball, Golf.

What skills is Josh Hanson known for?

Josh Hanson has skills like Customer Service, Customer Satisfaction, People Skills, Think On My Feet, Dependable Team Player, Highly Reliable, Learning Quickly, Microsoft Excel, Business Understanding, Computers, Heavy Lifting, Time Management.

Who are Josh Hanson's colleagues?

Josh Hanson's colleagues are Xavier Henoud, Jamol Clarke, Ann Baldonasa, Kriti Bhaya, Stephen Im, Muna Alas, Diana Melikian.

Not the Josh Hanson you were looking for?

  • Josh Hanson

    Digital Manager At Ceo Corporate Access
    Surrey, Bc
  • Josh Hanson

    Manufacturer Representative | Cascadia Sales Inc
    Greater Vancouver Metropolitan Area
    2
    standardpro.com, cascadiasales.ca
  • Josh Hanson

    “Strive Not To Be A Success, But Rather To Be Of Value.” Albert Einstein
    Red Deer, Ab
  • Josh Hanson

    Qa Manager At Sutherland
    Windsor, On

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.