Junior Client Success Manager

Company Description

Canopy is a wealth data platform for institutional wealth managers across Asia-Pacific. We aggregate data from 100+ custodians and banks, giving family offices, external asset managers, and UHNW individuals a single, accurate view of their entire portfolio across jurisdictions, asset classes, and currencies.

The numbers: 60+ institutional clients, 1,600+ active users, $120B+ in assets under reporting across Singapore, Hong Kong, UAE, ASEAN, and Europe.

What makes us different: AI is embedded in how we process data, serve clients, and build product not bolted on as an afterthought. We're backed by institutional VCs and prominent family offices, and we're at a stage where every person we bring in shapes what this company becomes.

Role Description

You'll be the day-to-day point of contact for a portfolio of institutional wealth management clients. Your job is to make sure they're getting value from Canopy responding to their questions, coordinating with internal teams to resolve issues, and ensuring nothing falls through the cracks.

This is a hands-on, client-facing role. You'll learn how family offices and asset managers operate, how data flows between banks and platforms, and how institutional wealth management works from the inside.

What You'll Own

• Client Communication

You're the first point of contact. Clients reach out with questions about their data, reports, and platform you either resolve it directly or route it to the right team and follow through until it's done.

• Issue Coordination

When something breaks a datafeed goes down, a reconciliation doesn't match, a report looks wrong you triage it, raise it with the data or product team, and keep the client informed until resolution. You own the communication, not the technical fix.

• Operations Support

Maintain client records, track renewal dates, update the issue tracker, and keep internal documentation current. You'll also assist with billing queries, contract administration, and ad-hoc reporting requests.

• Client Onboarding Support

Work alongside senior team members during new client onboarding coordinate datafeed setup, run basic platform training, and ensure clients are comfortable navigating the product.

Qualifications

• 2 years of experience in a client-facing role client success, account management, operations, or client support
• Strong written and verbal communication in English
• Detail-oriented and organised you track tasks, follow up consistently, and don't let things slip
• Comfortable learning technical concepts you'll need to understand datafeeds, portfolio structures, and reconciliation at a working level (we'll teach you)
• Proficient with AI modern productivity tools Claude, Notion, Slack, Google Workspace

Nice-to-haves:

• Background in financial services, private banking, or wealth management
• Conversational Mandarin
• Experience with ticketing or issue tracking systems
• Interest in fintech or data platforms

Our Values

These shape how we work and who we hire.

• Ownership You see a gap, you close it. No one needs to ask you twice.
• Move Fast & Figure Things Out We favour action over process. You'll have room to make decisions and course-correct.
• Genuinely Curious About AI & Tech We use AI every day. You don't need a technical background, but curiosity about technology is essential.
• Results Over Titles Impact matters more than hierarchy. Even as a junior, you'll have direct client exposure from day one.
• Build Real Relationships Our clients trust us with their data. That trust is earned through reliability, responsiveness, and genuine care.

Why This Role Matters

Our clients are institutional investors managing complex, multi-custodian portfolios. When they have a question or an issue, they need someone responsive, reliable, and sharp. You'll be that person and in the process, you'll build deep knowledge of how wealth management works at the institutional level. If you want a front-row seat to fintech and wealth management, and you're willing to earn it through excellent client work, this is your starting point.