About this role
Company Overview:
Zocks is an AI platform transforming how financial advisors work. Starting in the US financial services market, we're building technology that supports advisors across their entire workflow - from sales and meeting preparation to note-taking, follow-ups, scheduling, email, document intelligence, reporting, and integrations with the systems they use every day.
Our goal is to take repetitive, manual work out of the advisor-client relationship and turn conversations, documents, and data into actions automatically. As our platform expands across more workflows, customers, and use cases, we're solving increasingly complex challenges around AI, real-time systems, data, security, integrations, and scale.
Zocks is headquartered in San Francisco, while our entire R&D organization - Engineering, Product, Design, Data, and Infrastructure - is based in Budapest. This means our Budapest teams don't just execute on a product built elsewhere: they're directly responsible for shaping the product, technology, and how we build them as we grow.
Location: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
About the Role
Join one of Zocks’ newest engineering teams and help build the next generation of AI-powered automation for financial advisors.
We're looking for a highly analytical, tech-savvy university student to join our AI team and help build the next generation of AI-powered workflows.
In this role, you will design and optimize agentic workflows, translate real-world processes (such as financial or tax planning and client servicing workflows) into working automations using our internal low-code/no-code platform.
You'll work closely with Hungarian senior software engineers, product manager and US-based stakeholders to translate real customer needs into reliable AI automations that solve complex financial advisory tasks.
This is an excellent opportunity for a final-year Business Informatics, AI or Computer Science student who enjoys structured problem solving, understands how systems fit together, and wants to work on cutting-edge AI applications used by thousands of financial advisors.
\nWhat You'll Do:- Design and build AI-powered agentic workflows from existing Zocks components, using low-code/no-code platforms.
- Configure triggers, conditions, and system entry points.
- Write and refine prompts for LLM-powered steps.
- Translate customer requirements into structured multi-step AI workflows.
- Design prompt chains and workflow logic to ensure reliable AI execution.
- Test, validate, deploy and continuously improve workflows.
- Customize workflows based on individual customer needs.
- Collaborate with engineers and US-based stakeholders to understand business requirements.
- Analyze AI outputs, identify edge cases, and improve workflow performance.
- Help expand our growing library of reusable AI workflows.
- Strong analytical and logical thinking.
- Ability to break down complex business problems into structured step-by-step processes.
- Curiosity about AI agents, LLMs, and workflow automation.
- Excellent problem-solving skills and attention to detail.
- Comfortable working with technical concepts, even if little coding is required.
- Strong written English communication skills for collaborating with US colleagues.
- Interest in learning new AI tools and experimenting with emerging technologies.
- Have an interest or background in Financial Services.
4. Excellent verbal and written communication skills (English and Hungarian).
What we offer on top of our base salary:
-Your lunch is on us when you are in the office
-Fully stacked office snacks
Location: Budapest, XI., Science Park (On-site Monday to Thursday, Remote on Fridays)
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, we value diversity and believe that it enhances our creativity, innovation, and overall success. We encourage all qualified individuals to apply.
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