Josh Hanson Email and Phone Number
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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!"
Wealthsimple
View- Website:
- wealthsimple.com
- Employees:
- 1606
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Manager - External Account TransfersWealthsimpleToronto, On, Ca -
Manager - Client Experience (Transfers)Wealthsimple Jul 2024 - PresentToronto, Ontario, CanadaOverseeing the E2E Client Experience for Institutional Transfers -
Team Lead - Institutional TransfersWealthsimple Jan 2024 - Jul 2024Toronto, Ontario, CanadaLeading 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. -
Client Experience (Part Time)Wealthsimple Sep 2021 - Feb 2024Toronto, Ontario, CanadaTook 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. -
Team Lead - Institutional TransfersWealthsimple Jan 2021 - Sep 2021Toronto, Ontario, CanadaLeading 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. -
Associate Relationship ManagerWealthsimple Sep 2018 - Feb 2021Toronto, Canada AreaAs 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) -
Account ManagerSales Talent Agency, Inc. Jun 2017 - Sep 2018Toronto, Canada Area• Q1 2018: 101% to Quota• Q3 2018: 141% to Quota• Generated $170k+ in revenue during first fiscal year
Josh Hanson Skills
Josh Hanson Education Details
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Bachelor Of Education - Bed -
Marketing -
Business/Commerce, General -
Don Mills Collegiate Institute
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.
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