Client Onboarding Coordinator

MillTech; New York (NY); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

25 days annual leave

Staff development & training

Flexible working including remote

401(k) with employer match

Job summary

MillTech is opening a US onboarding hub in New York City. The Client Onboarding Coordinator will own the US onboarding journey, collaborating with Business Development, Compliance, and Operations to guide clients from engagement to live trading.

You will build long‑term client relationships, demonstrate initiative, and foster a constructive onboarding culture while ensuring high‑quality service across regions.

Qualifications

• Proven experience in client onboarding within financial services.
• Experience with institutional clients, asset managers or hedge funds is preferred.
• Familiarity with capital markets and FX is a plus.
• Excellent written and verbal communication with a proactive customer approach.

Responsibilities

• Lead US client onboarding operations autonomously and drive the business forward.
• Ensure a smooth client experience across operational, commercial, regulatory, financial and technical setup.
• Act as senior point of contact for client requests and cross‑functional teams.
• Engage with clients regularly to address issues and opportunities, maximizing lifetime value.
• Identify upsell/cross-sell opportunities and maintain strong customer relationships.

Skills

Client onboarding

Financial services

Asset managers

Hedge funds

HubSpot

Autonomous work

Strong communication

Relationship building

Tools

HubSpot

Job description

Reports to: Head of Customer Success

Location: New York City, USA

Overview - About MillTech

MillTech provides advanced FX Hedging and Cash Investment solutions to increase market access, reduce costs and automate manual workflows.

With a focus on automation, integration and connectivity, we have pioneered an independent risk management and liquidity solution for fund managers, institutions and global corporates, which is purpose‑built to deliver best execution at scale.

Since its inception in 2020, the MillTech platform has grown to support over $500bn in annual FX volume and over $35bn in client programs and is now trusted by some of the world’s largest institutions. In 2026, MillTech announced a $60m minority investment from the growth equity arm of Apax Partners which valued the company at $325m. As part of our next phase of growth, we will be opening an office in New York City this year.

Headquartered in London, the world’s largest FX hub, MillTech provides services to clients in the United Kingdom, United States, Canada, Switzerland, Belgium, Denmark, Ireland, Luxembourg, Norway and Liechtenstein. MillTech is authorised and regulated by the UK’s Financial Conduct Authority (FCA FRN 911636) and registered with the USA’s National Futures Association (NFA).

The opportunity:

As the Client Onboarding Coordinator, you will report to the Head of Customer Success and take ownership of leading MillTech’s US client onboarding operation, while also working closely with the wider Customer Success and Operations team to support clients globally.

Working with Business Development, Compliance and Operations, you will sit at the intersection of guiding clients through the initial engagement of their onboarding journey through to live trading.This is a client facing role that is pivotal to the growth of the business, working with new and existing clients to begin and expand their trading relationship with MillTech and its counterparty banks.

You will be expected to build long‑term relationships with clients, have an entrepreneurial mindset, and demonstrate initiative and determination when it comes to fostering both an efficient and positive client onboarding culture.

Key responsibilities

• Lead US client onboarding operations, working autonomously and using initiative to drive the business forward.
• Work closely with new and existing clients, ensuring a smooth, timely, and efficient client experience across their operational, commercial, regulatory, financial, and technical trading set‑up.
• Strong communication skills to manage the needs of clients and internal stakeholders.
• Act as a senior point of contact, supporting client requests across all aspects of their relationship with MillTech and helping them achieve their business goals.
• Proactively engage with clients and maintain regular contact to address any issues/ requirements and optimise the overall customer experience.
• Take a lifetime‑value approach to customer relationships, identifying opportunities to upsell or cross‑sell relevant products and services.
• Respond to customer feedback, questions, and concerns in a professional, efficient, and agile manner.

Skills and experience

• Proven previous experience in a client onboarding role, ideally within financial services.
• Proven previous experience with Institutional clients, particularly Asset Managers/Hedge Funds.
• Knowledge of different types of investment structures/fund structures are a benefit.
• Knowledge of capital markets, particularly FX is a benefit.
• Familiarity with HubSpot is a benefit.
• A self‑starter, confident working autonomously and comfortable taking full responsibility for leading the US operation.
• Excellent communication skills, written and verbal, with a proactive approach to engaging customers and understanding their requirements and goals.
• A strong commitment to building long‑term, high‑quality customer relationships and developing best‑in‑class customer success practices and policies.
• Excellent problem‑solving abilities, working collaboratively with colleagues across the business, external counterparties and vendors to resolve customer issues effectively and efficiently.
• Strong organisational and project management skills, with the ability to manage multiple priorities while maintaining consistently high standards.
• A positive, can‑do attitude, with a willingness to think creatively and explore innovative solutions to challenges.

What we offer in return:

Our commitment is to help you flourish in this role, through support with your professional development, opportunities to be involved in key projects, and exposure to challenges that you may not be offered in a larger organisation.We will provide:

• A competitive salary with annual reviews;
• 25 days’ paid annual leave plus an additional day per year of service;
• Excellent staff development and training opportunities;
• Flexible working arrangements including remote working;
• 401(k) with employer match