Compass Family Services
*Bilingual Client Services roles* - GENERAL APPLICATION
Be an Early Applicant
The role supports various bilingual client services positions that require Spanish-speaking candidates, considering applicants for multiple teams based on their skills.
Compass often has open bilingual client services positions on more than one team. If you're not sure which one to apply for or are interested in several, AND you speak Spanish, this space is for you! If you apply with the link on this page, you will be considered for all of the bilingual client services roles that match your skillset and what you tell us that you are looking for.
To learn more about the specific openings or apply to a case manager role on one team only, go to our Careers page.
#LI-DNI
Compass Family Services San Francisco, California, USA Office
San Francisco, CA, United States
Similar Jobs
Consumer Web • eCommerce • Information Technology • Retail • Software • Analytics • App development
Manage and grow a portfolio of residential customers within a territory. Build relationships with owners, managers, and service providers, generate new business, lead customer meetings, use CRM and company tools to track activities and analyze trends, participate in trainings and trade shows, and apply consultative selling to meet sales goals and deliver excellent customer service.
Fintech • Financial Services
Grow and manage relationships with affluent customers by delivering multi-product banking, credit, and investment solutions. Acquire new clients, conduct discovery-driven planning, coordinate with Wealth, Home Lending, and Business Banking partners, drive digital adoption, maintain accurate documentation, and meet compliance and licensing requirements while supporting branch service needs.
Fintech • Financial Services
Serve as primary branch contact for consumer and business customers, proactively acquiring and growing relationships, recommending deposit, credit, and investment solutions, resolving service requests, promoting digital adoption, coordinating referrals to Wealth/Home Lending/Business partners, and maintaining compliance with documentation, risk, and licensing requirements (FINRA, state insurance, SAFE).
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine


