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.
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.