Client Onboarding Coordinator
MillTech
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 #J-18808-Ljbffr MillTech
$70k - $79.2k
...Dickinson (US) LLP, a transatlantic law firm, seeks an IP Client Intake Coordinator to join its team. The IP Client Intake Coordinator is responsible... ...matter opening, and other internal teams to ensure smooth onboarding. Docketing & Data Management: Enter, verify, and...Suggested$130k - $150k
...Neuberger's Technology team is seeking a technically strong, highly organized onboarding lead to coordinate new client implementations from kickoff through go-live. You will partner with client stakeholders and internal technology and business teams to define requirements...SuggestedWork at officeLocal areaShift work$55k - $70k
CLIENT SUCCESS COORDINATOR — New York City, NY OVERVIEW Zenivize is looking for a Client Success Coordinator to join our growing team. In this... ...actionable feedback on the consumer experience. Support client onboarding by gathering assets, coordinating set up, and ensuring a...Suggested- Lingraphica in the United States is seeking a part-time Client Engagement Coordinator to educate caregivers, individuals with communication disorders... ...early consumer-sales steps and ensures a positive onboarding experience. The position is remote from home; you will conduct...SuggestedRemote jobPart time
- ...Abroad is seeking a reliable, service-focused Customer Care Coordinator to handle client inquiries and coordinate services remotely from New York.... ...requires strong organization and responsiveness, with onboarding support and opportunities for growth within a collaborative...SuggestedRemote job
$65k - $80k
...scale. We are growing quickly, and our Client Success team supports both our SaaS platform... ...We are looking for a Client Success Coordinator who can bring structure, speed, and follow... ...and help keep client work moving across onboarding, open requests, audits, vendors,...Remote workFlexible hours$26.44 - $33.65 per hour
...supportive culture, we want to talk to you. About the role The Client Success Coordinator is the operational backbone of the Client Success team.... ...'ll do Campaign Launch Coordination Support new client onboards by executing all setup tasks: Salesforce configuration,...Hourly payInternshipWork at officeRemote workShift work$46.55k - $67.1k
...Client Onboarding Specialist As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point... ...requires a high level of project management, stakeholder coordination, and technical expertise to drive efficiency and ensure...Remote work$40 - $43 per hour
...hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr... ...• 3-6 years of experience in Project Management/Project Coordination in Financial Services/Securities environment •...Contract workWork from homeWorldwide- Sbhonline in Brooklyn, NY is seeking an Intake Coordinator to manage client onboarding and documentation with warmth and professionalism. This role focuses on delivering excellent client service and ensuring accuracy and efficiency in intake processes. The ideal candidate...
$150k - $190k
...will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist... ...and portfolio systems. Troubleshoot integration issues and coordinate resolution with internal engineering teams. Develop and...Full timeWork at officeRemote workAfternoon shift- Client Onboarding Specialist Job Req Id: 26964713 Location: Kuala Lumpur, Malaysia Job Type: Hybrid Posted: May. 18, 2026 Job Overview... ...(TTS) business, managing cash‑management implementations, coordinating with cross‑functional partners, and ensuring high quality...Full time
$48 - $50 per hour
...to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key... ...Markets, Global Markets) from initiation through go-live. Coordinate onboarding activities across multiple stakeholders including...Contract work- BBVA in New York is seeking an onboarding coordinator to manage end-to-end processes for institutional clients. You will liaise with Global Bankers, Compliance, Operations and KYC teams to ensure a seamless onboarding experience, handling documentation, ownership structures...
- A dynamic financial services company is seeking a Bookkeeping Relations Specialist to lead client onboarding and provide exceptional support. This remote role requires 3+ years of client service experience and 1-3 years of bookkeeping knowledge. The successful candidate...Remote job
- ...financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote role. The position involves guiding clients through onboarding and supporting them with accounting and tax services. Successful candidates will possess strong communication skills, a...Remote job
$60k
...seeking a remote Bookkeeping Relations Specialist in Arizona. You will be the primary contact for clients in the Bookkeeping department, guiding them through onboarding and supporting their service journey. This role requires strong client service skills, 1-3 years of...Remote jobFlexible hours- ...leading financial services company is seeking a Bookkeeping Relations Specialist to provide exceptional client service remotely. You will oversee client onboarding, support technical setups, and educate clients on accounting practices. The ideal candidate will have 3+...Remote job
- ...finance service provider is seeking a Bookkeeping Relations Specialist for a fully remote position. The ideal candidate will manage client onboarding, facilitating their understanding of services and addressing their needs proactively. Ideal candidates should have experience...Remote job
- A reputable financial services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in a fully remote setting. This role involves leading client meetings, supporting clients with their technical setups, and managing communications to...Remote job
- Covered is seeking a Client Support & Onboarding Specialist for a remote, full-time role. You will own provider onboarding, credentialing workflows... ...primary contact for dietitians throughout the lifecycle, coordinating with our billing team and using DocuSign for forms....Remote jobFull time
$23 - $25 per hour
...aesthetic beauty and a distinctively understated sophistication. Client Experience & Hospitality Create exceptional and lasting... ...management. Prepare client appointments, ensuring smooth coordination between Sales Associates and clients. Maintain accurate...Hourly payWork at officeLocal areaFlexible hours$85k - $95k
...Client Intake Coordinator Skadden, Arps, Slate, Meagher & Flom LLP has forged a reputation as one of the most prestigious law firms in the world. Relying on innovation, intellect, teamwork and tenacity, our lawyers deliver the highest quality advice and novel solutions...Work experience placementWork at officeLocal areaRemote workShift work- ...Credentialing Department operations, focused on efficient provider onboarding. Responsibilities Essential Functions: Comply with... ...maintain provider documentation within the credentialing system Coordinate provider onboarding access and account setup, including facilitating...Full timeWork experience placementWork at officeMonday to FridayShift work
$21 per hour
...Seasonal Client Relations Center Coordinator The Seasonal Client Relations Center team supports all aspects of the Hermes.com business, overseeing content and ensuring seamless omnichannel service. We provide expert support for client inquiries via phone, email and live...Hourly payPermanent employmentFull timeInternshipSeasonal workWork at officeWorldwideFlexible hours- ...About the job Remote Client Experience Coordinator About the Role: Join Exciting Travel Now , where passion for travel meets purpose and flexibility! We’re looking for motivated individuals who love helping others experience the world — from dream vacations to quick...Remote workWeekend work
$23 per hour
...Growth Flexible Schedules Retirement Savings Plan Join us and be a part of something bigger. Job Description Elwyn seeks an Onboarding Coordinator who supports the pre-hire process from offer acceptance through Day One readiness. This role serves as the primary point of...Hourly payTemporary workWork at officeLocal areaRemote workFlexible hours- ...Client Relations Coordinator (US-Remote) We are seeking an experienced and resourceful client services coordinator to oversee the day-to-day relations with our clients. The client services coordinator will be responsible for collecting information on how to best serve...Remote jobWork at office
- ...Client Solutions Coordinator The Harry Fox Agency (HFA) is looking for a Client Solutions Coordinator to join our team in New York City. The Client Solutions Coordinator will manage and respond to incoming emails, calls, and mail from publisher clients, Rumblefish...Work experience placementWork at office3 days per week
$76k - $100k
The Client Relations (“CR") Coordinator supports a wide range of marketing and business development initiatives designed to strengthen existing client relationships in our Relationship Manager (“RM") program and increase the firm's visibility with these key client accounts...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding Coordinator. Be the first to apply!
- donor coordinator New York, NY
- remote coordinator New York, NY
- promotional review coordinator New York, NY
- commercial coordinator New York, NY
- retail coordinator New York, NY
- dispatch coordinator New York, NY
- school coordinator New York, NY
- permit coordinator New York, NY
- nurse coordinator New York, NY
- electrical coordinator New York, NY

