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The Meeting Assistant made for Financial Advisors.
Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task managers.
Live jobs
Solution Consultant
Senior Sourcer
Senior (5-10 years)
Enterprise Account Manager
Mid-level (2-5 years)
Last 90 days vs. the 90 days before
Rolling 12 months
Peak month
Sep · 4roles
Avg / month
1 roles
Momentum
+250% QoQ
What people ask before applying to Zocks
Zocks currently has 3 open remote roles listed on Jobgether. Open any role from the list on this page to see the details and apply directly.
Zocks has 11–50 employees.
Zocks operates in Fintech & Payments.
Zocks was founded in 2022.
See which Zocks roles match your profile, requirement by requirement, before you send a single application.
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