Nick Boardman Email
Sales Representative @ Probelogic Pty Ltd
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Nick Boardman Location
- Perth, WA, AU
Nick Boardman Work
- 2025 -now Sales Representative @
- 2022 -2025 Client Success Manager @
- 2015 -2022 Client Services Manager @
- 2011 -2015 Client Services Manager @
- 2010 -2011 Client Services Manager and Communications Manager @ Rewards Group Ltd
- 2009 -2010 EasyStart Priority Consultant @ MLC MasterKey Custom
- 2005 -2007 SMSF Administrator @ MLC MasterKey Custom
- 2004 -2005 Adviser Services Consultant @ MLC MasterKey Custom
- 2003 -2004 Customer Relationship Consultant @ Asgard Wealth Solutions
- 2000 -2001 Settlements Officer @ CIBC World Markets
Nick Boardman Education
- Mentor Education
RG146
2015-2015 - TAFE WA
Certificate IV in Bookkeping (Accounting Technology/Technician and Bookkeeping)
2013-2014 - H & R Block Income Tax Course
Certificate (Personal Tax Preparation)
2013-2013 - Edith Cowan University
Bachelor of Commerce (B.Com.) (Double Major - Marketing and Information Systems)
2000-2007 - Christ Church Grammer School
Nick Boardman Skills
- Problem Solving
- Critical Thinking
- CSM
- Solid Professional Standards
- Presentations
- Customer Engagement
- Business Continuity
- Customer Satisfaction
- Value Realization
- Key Performance Indicators
- Customer Retention
- Office Administration
- B2B Integration
- Sales
- Investments
- Financial Reporting
- Interpersonal Skills
- Insurance
- Time Management
- Customer Service
- Customer Experience
- Communication Training
- Customer Support
- Written Communication
- Customer Service Management
- Presentation Skills
- Teamwork
- Relationship Building
- Customer Success
- Customer Relationship Management (CRM)
- Salesforce.com
- Financial Services
- Account Management
- Relationship Management
- CRM
- Client Relations Skills
- Business Process Improvement
- Communication Skills
- Tax Returns
- Business Development
- Management
- Training
- Sales Operations
- Strategic Financial Planning
- Team Leadership
- Superior Client Service
- Financial Planning
- Portfolio Management
Nick Boardman Summary
- Nick Boardman, based in Perth, WA, AU, is currently a Sales Representative at Probelogic Pty Ltd. Nick Boardman brings experience from previous roles at Smartsalary, WB Financial, iFinancial Solutions and Rewards Group Ltd. Nick Boardman holds a 2015 - 2015 RG146 @ Mentor Education. With a robust skill set that includes Problem Solving, Critical Thinking, CSM, Solid Professional Standards, Presentations and more. Nick Boardman has 2 emails on RocketReach.
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Top Probelogic Pty Ltd Employees
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