Zocks
Support Specialist
Denver
No sponsorship$70k-$80kDetected 26 days ago
LogisticsIntercomLeadershipCommunicationAdaptability
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.
Responsibilities
- Drive Adoption: Actively identify opportunities to teach users about features they haven't discovered yet, ensuring they get maximum value from the platform.
- Commit to Excellence: Maintain a high bar for verbal and written communication that is clear, empathetic, and effective.
- 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.
- This is not a typical support "ticketing" role.
Requirements
- Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
Nice to have
- 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
- First 60 days are fully in-office
- Shifts available Mon-Fri: 7am-4pm MT or 9am-6pm MT
- Proven ability to troubleshoot technical issues and a demonstrated passion for leveraging AI tools (prompt engineering experience is a plus).
Compensation
- $70,000 - $80,000 base salary
Benefits
- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
- Dental: 99% covered - Guardian, $1,500 annual benefit
- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
- FSA: Zocks matches dollar-for-dollar up to $500/year
- Birthing parent: 12 weeks fully paid parental leave
- Non-birthing parent: 6 weeks fully paid parental leave
- Equity - we're all building this together
Company info
- Every role here is an opportunity to shape the product, the company, and the way an entire industry works.
- 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.
Equal opportunity
- Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
- We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
- Zocks AI is an equal opportunity employer.
- We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status.
Visa & Work Authorization
- Visas: We are unable to sponsor work visas for this role, and you must be authorized to work in the United States.
This listing is sourced directly from Zocks's careers page and normalized into a canonical job model.