Client Service & Operations Associate

Job Description

Gull Wealth Management | Boise, Idaho

Part-Time (20–30 hours/week) | Hybrid | $18–$25/hour

About Gull Wealth Management

Gull Wealth Management is a family-owned financial advisory practice serving the Boise area since 1998. We specialize in personalized financial planning and investment management, with a strong emphasis on long-term relationships, attention to detail, and treating our clients like family.

We're a small, close-knit team that takes pride in delivering exceptional client service and creating a welcoming, professional environment.

About the Opportunity

We're looking for a friendly, dependable, and detail-oriented Client Service & Operations Associate to join our growing team.

This position is ideal for someone who enjoys helping people, staying organized, and keeping things running smoothly behind the scenes. You'll work closely with our financial advisors, assisting with client communications, account administration, and daily office operations.

As an important part of our team, you'll help ensure our clients receive the personalized attention and responsive service they've come to expect.

What You'll Do

• Client Service: Greet clients, answer phone calls and emails, schedule appointments, and assist with routine client requests.
• Account Administration: Prepare paperwork, assist with account openings and transfers, track outstanding documents, and follow up on service requests.
• Office Coordination: Manage scheduling, organize meeting materials, maintain office supplies, coordinate vendors, and assist with general administrative tasks.
• CRM & Documentation: Maintain accurate client records and follow-up tasks in Redtail CRM and assist with financial planning materials.
• Compliance Support: Help organize documentation, maintain records, and follow established compliance procedures under advisor supervision.

What We're Looking For

• A friendly, professional attitude and a genuine desire to help others.
• Excellent organizational skills, attention to detail, and the ability to manage multiple priorities.
• Strong written and verbal communication skills.
• Comfort using Microsoft Office tools, email, and other business software.
• Dependability, initiative, and the ability to work independently.
• Discretion when handling confidential client and financial information.

Previous experience in financial services, client service, or office administration is a plus, but not required. We're happy to train the right person who brings a positive attitude, strong work ethic, and willingness to learn.

Schedule, Compensation & Benefits

• Schedule: Part-time, approximately 20–30 hours per week.
• Work Arrangement: Hybrid, with a combination of remote work and regular in-office hours in Boise.
• Compensation: $18–$25 per hour. Initial training pay is $18/hour for approximately 4–6 weeks, with compensation thereafter determined based on experience and responsibilities.
• Retirement: SIMPLE IRA employer matching contributions, subject to eligibility.
• Additional Benefits: Potential stipends toward individual health insurance and gym membership costs, subject to eligibility and program terms.
• Bonuses: Potential discretionary year-end bonuses based on individual and firm performance.

We look forward to hearing from you!

Gull Wealth Management

gullwealth.com