Support Specialist

About the role

Join a team that's changing financial services Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work. We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.

Responsibilities

• Your day-to-day
• Expert Troubleshooting: Become a power-user of the Zocks AI platform to patiently troubleshoot complex issues via video, phone, chat, and email.
• Drive Adoption: Actively identify opportunities to teach users about features they haven't discovered yet, ensuring they get maximum value from the platform.
• Voice of the Customer: Channel deep user insights and friction points back to our product and engineering teams to help shape the future of Zocks.
• Commit to Excellence: Maintain a high bar for verbal and written communication that is clear, empathetic, and effective.

Requirements

• The SHARC in the room
• At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
• S - Sharp
• You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
• H - Hungry
• You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
• A - Adaptable
• Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
• R - Resilient
• Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
• C - Curious
• You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
• Who You Are in this Role
• The Ultimate Host: You treat every user like a guest at your own table, bringing a warm, human relationship element to the "robot" problems we are solving.
• RCA Fluent: Your first language is Root Cause Analysis. You don't just "close tickets"; you ensure the underlying issue is addressed and resolved completely so it doesn't return.
• Resourceful & Detailed: You unfailingly exhaust every available resource before asking for help. When you raise your hand, you provide highly detailed context and a clear map of the troubleshooting steps you've already taken.
• Technology Evangelist: You love diving into new systems and are passionate about how applied AI can change lives. You likely use AI tools in your personal life to optimize your own workflows.
• Experience: 2-5 years in a client-facing role, preferably in a high-growth startup.
• Technical Expertise: Proven ability to troubleshoot technical issues and a demonstrated passion for leveraging AI tools (prompt engineering experience is a plus).
• Mindset: We are looking for teammates who are here for the long haul and are excited by growth opportunities at Zocks
• Bonus qualifications
• Prior experience as a Paraplanner or Client Service Associate at a Financial Institution. You are familiar with the "Advisor Tech Stack" (e.g., Wealthbox, Redtail, Orion) and the regulatory requirements of the financial services industry
• Experience with Intercom, including workflows, bots, or inbox management
• Prompt engineering skills or experience designing and deploying custom AI bots
• Comfort working with API integrations or configuring technical product connections
• LOGISTICS
• The details
• Hybrid role - report to our Denver office at le

Additional Information

Apply by August 1, 2026 | $70,000 - $80,000K base + equity

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