Job DescriptionWho we're looking forAs 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.
The baseWe 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
CompensationSchroders offers a base salary in a range of $125,000 to $140,000 for this position.
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
