The Role
The Support Specialist role involves providing client-facing support, troubleshooting technical issues, and educating users about the Zocks AI platform while promoting product adoption.
Summary Generated by Built In
The deadline to apply to this role is November 30th, 2025.
Location and Logistics: This role is a hybrid position and will initially require 5 days per week in-office for the first two months to ensure deep product immersion, followed by a minimum of 3 days/week onsite. New hires may move to a hybrid work schedule of a minimum of 3 days per week onsite after their first two months. You must be willing to work East Coast hours.
Salary: $70,000-80,000 with a variable bonus based on company performance.
Visas: We are unable to sponsor work visas for this role, and you must be authorized to work in the United States.
Interview Schedule: 30-minute initial call with our recruiter, and up to three 30-45-minute calls with members of our team, followed by an offer pending references. At least one interview will cover hypothetical support scenarios. The estimated interview time commitment is up to 3 hours.
Please note that, due to the nature of our work in the financial services industry, the selected candidate will be subject to background and reference checks as part of the onboarding process.
Benefits & Perks at Zocks
Comprehensive Medical: 100% covered medical insuranceComprehensive
Dental & Vision: We also cover 99% of your dental and vision premiums
Unlimited PTO: We trust you to take the time you need to rest and recharge, in addition to paid federal holidays
Apply today to be part of Zocks AI’s mission to transform the future of Financial Services!We are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks AI, we value diversity and believe it enhances our creativity, innovation, and overall success. We encourage all qualified people to apply.
Top Skills
Ai Tools
Financial Crms
Redtail
Salesforce
Ticketing System
Wealthbox
Zoho
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The Company
What We Do
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, data entry, tailored client emails, and more.
With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth.
Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.
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