Onboarding Case Manager — End-to-End Delivery Lead

Schroders; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Flexible working arrangements

Accommodations for neurodiversity

Job summary

Schroders is a global investment manager delivering active asset management and wealth solutions to a diverse client base. Established in 1804, Schroders has around 5,500 people across global locations and offers flexible work arrangements.

As Case Manager, you’ll own onboarding end-to-end for a defined client book, coordinating with offshore teams and hub capability to meet dates, quality standards and control processes.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Onboarding

Client servicing

Project management

KYC/AML/LEI

Communication

Attention to detail

Offshore delivery

AI awareness

Tools

Aladdin

Job description

Schroders is a global investment manager delivering active asset management and wealth solutions to a diverse client base. Established in 1804, Schroders has around 5,500 people across global locations and offers flexible work arrangements.

As Case Manager, you’ll own onboarding end-to-end for a defined client book, coordinating with offshore teams and hub capability to meet dates, quality standards and control processes.