Client Onboarding Coordinator

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. Position: Client Onboarding Coordinator / CS North America Lead Reports to: Head of Customer Success Location: New York City, USA Salary: $110,000 - $130,000 Overview - About MillTech: description. Then "The opportunity:" description. Then "Key responsibilities": bullet list. Then "Skills and experience": bullet list. Then "What we offer in return:" bullet list. We need sections: About the role (maybe overview), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have content for About the role (overview about MillTech and opportunity). Responsibilities (key responsibilities). Skills (skills and experience). Benefits (what we offer). Pay (salary). Schedule? Not mentioned. So we should not include Schedule section. Requirements and Qualifications: The posting does not separate them; we have "Skills and experience" which includes both requirements and qualifications. Could we split? The instruction: Use sections only when posting has real specific content for it. We have skills and experience content. Could we treat that as Skills section. Could we also have Requirements and Qualifications sections if we can extract? The posting includes "Proven previous experience in a client onboarding role, ideally within financial services." etc. That's more like requirements/qualifications. But we have only one block. We could put them under Skills (or Requirements). But we need to follow headings list: we can include Skills, maybe also Requirements and Qualifications if we can split content meaningfully. However we must not create sections with filler. If we split arbitrarily, we might create thin sections. Better to have a single Skills section covering both requirements and qualifications. The instruction says prefer a few substantive sections over many thin ones. So we will include About the role, Responsibilities, Skills, Benefits, Pay. We must not include Schedule. Now format: Use

for each section heading. Use

• for any list of duties/requirements/benefits. Use

  for prose. We need to preserve all substantive information; do not invent or summarize away detail. We need to remove cookie/navigation/legal/EEO etc. The posting includes a paragraph about diversity and inclusion and "How to apply?" which includes application instructions. We must remove application instructions and boilerplate like diversity statement? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove the diversity/inclusion paragraph and "How to apply?" section. Also remove "At MillTech we believe that diversity and inclusion are essential..." etc. Also remove "To apply you should upload your CV." etc. We keep substantive info: position, reports to, location, salary, overview about MillTech, opportunity description, key responsibilities, skills and experience, what we offer. We need to ensure we don't lose any detail like "25 days’ paid annual leave plus an additional day per year of service;" etc. Now craft HTML. Structure:

  About the role

  ...

  But we have two prose paragraphs: overview about MillTech and the opportunity description. Could combine into one

  or separate? Probably separate

  for each prose block. We need to preserve all detail. Let's extract: 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. We could combine into one

  but it's long; still okay. Now Responsibilities: list items: - 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. Note: Some items are phrased as skills but they are responsibilities. We'll keep as given. Now Skills and experience: list items: - 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. Now Benefits (What we offer): list items: - 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; - Healthcare - 401(k) with employer match Note: The original had "Healthcare401(k) with employer match" maybe missing space. We'll keep as two items: Healthcare and 401(k) with employer match. Now Pay: we have salary range: $110,000 - $130,000. Could be a

  . Now we need to include location and reports to? Those are metadata; we could include them in About the role paragraph or a separate short

  . The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it. So we can include a short paragraph with location and reports to. Thus About the role section could have multiple

  blocks: one for overview, one for opportunity, one for metadata (location, reports to). Or we can combine metadata into a short

  . Let's do:

  About the role

  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).

  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.

  Reports to: Head of Customer Success. Location: New York City, USA.

  Now Responsibilities section:

  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 section:

  Skills

  • Proven previous experience in a client onboarding role, ideally within financial services.
  • Proven previous experience with Institutional clients, particularly Asset Managers