Support Specialist

Reposted 9 Days Ago
Denver, CO, USA
Hybrid
70K-80K Annually
Entry level
Artificial Intelligence • Fintech • Machine Learning • Natural Language Processing • Software • Business Intelligence • Financial Services
The AI Assistant for Financial Advisors.
The Role
The Support Specialist assists customers in financial services, handling support scenarios and collaborating with team members to improve client experiences.
Summary Generated by Built In
The deadline to apply to this role is April 15th, 2026.
 
Location and Logistics:
This is a hybrid role. You must report to our Denver office at least 51% of your working time, and 100% of the time in your first 60 days of employment.
 
Ability to work one of the following shifts Monday - Friday:
7am-4pm MST
9am-6pm MST
 
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 video or onsite interviews 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
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.
 
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.

Skills Required

  • Must be authorized to work in the U.S
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The Company
HQ: San Francisco, CA
70 Employees
Year Founded: 2022

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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