Zocks | AI for Advisors

Support Specialist

Zocks | AI for Advisors

full-time

Posted on:

Location Type: Hybrid

Location: Denver • Colorado • United States

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Salary

💰 $70,000 - $80,000 per year

About the role

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

Requirements

  • 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:
  • - Salesforce Certified Administrator
  • - Microsoft 365 Certified
  • - Dynamics 365 Administrator
  • - 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.
Benefits
  • Health: 100% covered medical; 99% covered dental and vision.
  • Ownership: Significant equity grant—we are all building this together.
  • Variable Bonus: paid out annually based on performance.
  • Balance: Unlimited PTO to ensure you can rest and recharge.
  • Growth: Zocks offers a wide range of growth opportunities for teammates who demonstrate above average performance after their first 6 months of employment.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
troubleshootingAI toolsprompt engineering
Soft Skills
communicationempathyteachinguser insights
Certifications
Salesforce Certified AdministratorMicrosoft 365 CertifiedDynamics 365 Administrator