Support Specialist

About the role

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.

Responsibilities

• 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

• Experience: 1-5 years in a client-facing role at a high growth early-stage startup.
• Technical Expertise: Proven ability to troubleshoot technical issues and a demonstrated passion for leveraging technology, including working with API integrations.
• Mindset: Passionate about user experience and customer-first service mindset; dedicated to dealing with ambiguity and rapid changes.
• Bonus qualifications: Prior experience as a Paraplanner or Client Service Associate at a Financial Institution; Familiarity with the "Advisor Tech Stack" and regulatory requirements; Experience with API integrations or configuring technical product connections; Comfort working with Intercom.

Qualifications

• Data Integrity Sentinel: Uncompromising commitment to data privacy and security.
• Comfort working with sensitive, confidential, or proprietary information.
• Compliance-focused mindset in navigating regulatory environments.

Skills

• Sharp: Move fast without cutting corners.
• Hungry: Celebrate teammates as loudly as your own wins.
• Adaptable: Thrive in startup life, adapt to change, and see obstacles as puzzles.
• Resilient: Bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
• Curious: Ask the questions others miss; explore for fun, not just for work.

Benefits

• Health: Medical, Dental, Vision, FSA.
• Time Off: Unlimited PTO, Paid Sick Time, 11 paid holidays.
• Financial: 401(k) via Guideline, Pre-tax and Roth options, Low-cost Vanguard funds.
• MacBook laptop + Google Workspace, Slack, and Zoom provided.
• Equity grant - details included as part of your offer.
• Growth opportunities for high performers after 6 months.

Pay

$70,000 - $80,000 base salary

Schedule

Hybrid role - report to our Denver office at least 51% of working time. Shifts available Mon-Fri: 7am-4pm MT or 9am-6pm MT