Case Manager, Operations Onboarding
Who we’re looking for
As Case Manager, you’ll manage onboarding cases end to end for a defined book of clients and events, acting as the single point of entry for mandate and broker requests on your own cases. You’ll work closely with the Indian Operations hub capability teams and be accountable for delivering your own caseload to agreed dates, quality and control standards. This is an opportunity to build deep onboarding expertise while contributing to a collaborative, delivery-focused team.
About Us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
The base
We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.
What you'll do
Take onboarding requests through intake, planning, execution and completion
Run the playbook for each event, sequencing tasks and holding the critical path
Gather requirements and assess them against Aladdin and platform capability
Translate requirements into clear work packages for the Chennai delivery team
Raise and track activity requests into the hub capability teams and chase to completion
Keep the workflow tool and dashboard updated daily so each case shows a live, accurate status
Check reference data accuracy and control evidence before go-live
Keep clients and internal stakeholders informed on status, risks and dates
Escalate blockers and risks promptly to the senior case manager
Support improvements to templates, playbooks and process documentation
The knowledge, experience and qualifications you need
Hands-on experience of mandate onboarding, static data or client servicing
Good understanding of the account opening and mandate set-up lifecycle
Working knowledge of Aladdin configuration concepts and the onboarding platform
Able to interpret IMAs, prospectuses and client documentation with support
Project management discipline: planning, dependency and risk tracking
Strong organisation and attention to detail across concurrent cases
Clear written and verbal communication with clients and colleagues
Comfortable working with offshore delivery teams and in a workflow tool
Awareness of KYC, AML and LEI requirements
Open to new technology including AI support in day-to-day delivery
What you will be like
Highly organised across concurrent cases and deadlines
Attentive to detail and accurate first time
Proactive chaser who follows things through to completion
Clear, timely communicator with clients and hub colleagues
Takes ownership of their own cases from intake to completion
Raises issues early and transparently, including bad news
Curious and quick to learn new products, markets and systems
Measured on delivery to date and quality, and accurate case information
We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.