Backed by Illuminate Financial.
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.
What they're looking for
- 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
- RCA Fluent: Your first language is Root Cause Analysis. You don't just "close tickets", you ensure the underlying issue is addressed and resolved completely so it doesn't return
- 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
- 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: We are looking for teammates who are passionate about user experience and who are dedicated to a customer-first service mindset
More about this 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. 5,000+ firms use Zocks to turn client conversations into completed work.
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
The SHARC in the room
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never...
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