Customer Success Associate

Position: Customer Success Associate

Reports to: Customer Success Manager

Location: London            

About MillTech

MillTech provides advanced FX and Cash Management 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.

Our end-to-end operational workflow enables automation, standardisation and cost transparency on all FX transactions and cash movements.

A highly secure platform centralises all client FX and cash activities to enhance oversight whilst increasing control, all at no additional costs. It offers quick onboarding routes, multi-bank best execution and hedging management services.

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). 

Your mission

You will report to the Customer Success Manager and work closely with various internal teams as you engage in a multitude of administrative tasks with the goal to become a direct point of contact for the growing customer base. 

The role requires an organised, ambitious and motivated high achiever with great communication skills.  You must be focused, proactive and possess excellent attention to detail with the ability to work autonomously and adapt to the ever-changing needs of a rapidly growing business.

You will be expected to take initiative, bring new ideas and invest your time in refining your knowledge of FX, Cash products and trade workflows.

Your responsibilities in this role will include:

• To support the Customer Success team in all aspects of their interactions with clients


• Use a variety of tools to create, distribute and record customer related material


• Document and detail all customer interactions on the CRM


• Arrange client meetings and platform demonstrations


• Conduct routine reviews of client information, contacting the client for updates and renewals where necessary


• Assist in the creation of processes and procedures that’ll enhance the customer experience

• Build and maintain internal process and procedure guides


• Explore new and innovative ways to improve scalability


• Assist in successfully onboarding new customers in a timely and efficient manner 


• Assist in providing customers with product training and support  


• Develop a deep understanding of the MillTech offering, to maximise service levels and revenue generation 

Required skills:

• Excellent verbal and written English


• Strong organisation and time management


• Driven with a desire to proactively engage with colleagues and customers


• A can-do attitude to problems and challenges


• A desire to invest in continuous professional development


• Integrity and the ability to act with due skill, care, diligence and confidentiality as required by market conduct standards

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;


• Medical insurance;


• Dental insurance;


• EV Scheme and Cycle to work scheme;


• Enhanced maternity and paternity leave;


• 1 day off for charity work per quarter and many other benefits!

How to apply?

At MillTech we believe that diversity and inclusion are essential for fostering innovation and building a strong, supportive work environment. We are committed to embedding the best equality and diversity practices into all our activities, making us an inclusive, welcoming, and exciting place to work. We would welcome candidates from all backgrounds and experiences.

We would love to hear from you if you think that you’re a good fit for this role.  To apply you should upload your CV. One of the team will then be in touch with you to discuss the next steps.