Strong fit for candidates with onboarding experience who can manage cross-functional workflows and collaborate with offshore teams.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Schroders
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 completionRun the playbook for each event, sequencing tasks and holding the critical pathGather requirements and assess them against Aladdin and platform capabilityTranslate requirements into clear work packages for the Chennai delivery teamRaise and track activity requests into the hub capability teams and chase to completionKeep the workflow tool and dashboard updated daily so each case shows a live, accurate statusCheck reference data accuracy and control evidence before go-liveKeep clients and internal stakeholders informed on status, risks and datesEscalate blockers and risks promptly to the senior case managerSupport improvements to templates, playbooks and process documentation
The knowledge, experience and qualifications you need
Hands-on experience of mandate onboarding, static data or client servicingGood understanding of the account opening and mandate set-up lifecycleWorking knowledge of Aladdin configuration concepts and the onboarding platformAble to interpret IMAs, prospectuses and client documentation with supportProject management discipline: planning, dependency and risk trackingStrong organisation and attention to detail across concurrent casesClear written and verbal communication with clients and colleaguesComfortable working with offshore delivery teams and in a workflow toolAwareness of KYC, AML and LEI requirementsOpen to new technology including AI support in day-to-day delivery
What you will be like
Highly organised across concurrent cases and deadlinesAttentive to detail and accurate first timeProactive chaser who follows things through to completionClear, timely communicator with clients and hub colleaguesTakes ownership of their own cases from intake to completionRaises issues early and transparently, including bad newsCurious and quick to learn new products, markets and systemsMeasured 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.
Source: Schroders careers